Divergent Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Divergent Planning, LLC
- $294 Million
- Q4 2024
A detailed history of Divergent Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Divergent Planning, LLC holds 264,959 shares of VTEB stock, worth $13.2 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
264,959
Previous 257,641
2.84%
Holding current value
$13.2 Million
Previous $13.2 Million
0.85%
% of portfolio
4.52%
Previous 4.91%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,189Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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