Keener Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Keener Financial Planning LLC holds 17,441 shares of VTEB stock, worth $877,805. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,441
Previous 7,627
128.67%
Holding current value
$877,805
Previous $378,000
126.19%
% of portfolio
0.43%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio