Olio Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Olio Financial Planning holds 74,695 shares of VTEB stock, worth $3.74 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
74,695
Previous 74,416
0.37%
Holding current value
$3.74 Million
Previous $3.73 Million
2.41%
% of portfolio
1.43%
Previous 1.49%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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