Partners In Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Partners In Financial Planning holds 225,063 shares of VTEB stock, worth $11.3 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
225,063
Previous 238,192
5.51%
Holding current value
$11.3 Million
Previous $11.7 Billion
3.51%
% of portfolio
1.95%
Previous 2.15%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio