Center For Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Center For Financial Planning, Inc.
- $869 Million
- Q2 2025
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 24,216 shares of VTEB stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
24,216
Previous 8,692
178.6%
Holding current value
$1.18 Million
Previous $431,000
175.41%
% of portfolio
0.14%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio