Holistic Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Holistic Planning, LLC holds 5,434 shares of VTEB stock, worth $270,558. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,434Holding current value
$270,558% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,161Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.72 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO31.7MShares$1.58 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.52 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.49 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio