Center For Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Center For Financial Planning, Inc.
- $669 Million
- Q1 2024
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 10,813 shares of VTEB stock, worth $543,245. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,813
Previous 10,713
0.93%
Holding current value
$543,245
Previous $546,000
0.18%
% of portfolio
0.08%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio