Partners In Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Partners In Financial Planning
- $498 Billion
- Q1 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 217,100 shares of VTEB stock, worth $10.6 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
217,100
Previous 208,982
3.88%
Holding current value
$10.6 Million
Previous $10.5 Billion
2.83%
% of portfolio
2.16%
Previous 2.14%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio