Compass Planning Associates Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Compass Planning Associates Inc holds 14,611 shares of VTEB stock, worth $732,449. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,611Holding current value
$732,449% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio