Olio Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Olio Financial Planning
- $288 Million
- Q1 2025
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 68,256 shares of VTEB stock, worth $3.36 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
68,256
Previous 68,918
0.96%
Holding current value
$3.36 Million
Previous $3.45 Million
2.11%
% of portfolio
1.17%
Previous 1.21%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,334Shares Held
550MCall Options Held
11.6KPut Options Held
192K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.8 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.7 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.52 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio