Center For Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 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 10,048 shares of VTEB stock, worth $503,304. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,048
Previous 10,048
-0.0%
Holding current value
$503,304
Previous $503,000
1.99%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio