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 $13.3 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
264,959
Previous 257,641
2.84%
Holding current value
$13.3 Million
Previous $13.2 Million
0.85%
% of portfolio
4.52%
Previous 4.91%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio