Pds Planning, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Pds Planning, Inc
- $986 Million
- Q2 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 216,154 shares of VTEB stock, worth $11.1 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
216,154
Previous 217,358
0.55%
Holding current value
$11.1 Million
Previous $11 Million
1.52%
% of portfolio
1.1%
Previous 1.16%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio