Creative Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Creative Planning holds 24,804,375 shares of VTEB stock, worth $1.24 Billion. This represents 1.39% of its overall portfolio holdings.
Number of Shares
24,804,375
Previous 24,754,352
0.2%
Holding current value
$1.24 Billion
Previous $1.26 Billion
0.68%
% of portfolio
1.39%
Previous 1.52%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Raymond James & Associates St Petersburg, FL17.6MShares$884 Million0.61% of portfolio