Compass Planning Associates Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
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 14,690 shares of VTEB stock, worth $716,872. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,690
Previous 14,611
0.54%
Holding current value
$716,872
Previous $732 Million
0.49%
% of portfolio
0.74%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,327Shares Held
564MCall Options Held
17KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio