Pds Planning, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Pds Planning, Inc
- $1.1 Billion
- Q3 2024
A detailed history of Pds Planning, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pds Planning, Inc holds 216,472 shares of VTEB stock, worth $10.8 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
216,472
Previous 216,154
0.15%
Holding current value
$10.8 Million
Previous $10.8 Million
2.17%
% of portfolio
1.01%
Previous 1.1%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,178Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio