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 $846,934. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,441
Previous 7,627
128.67%
Holding current value
$846,934
Previous $378,000
126.19%
% of portfolio
0.43%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,340Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio