Olio Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Olio Financial Planning
- $250 Million
- Q1 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 $3.75 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
74,695
Previous 74,926
0.31%
Holding current value
$3.75 Million
Previous $3.82 Million
1.18%
% of portfolio
1.51%
Previous 1.61%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio