Planwiser Financial, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Planwiser Financial, LLC holds 57,874 shares of VTEB stock, worth $2.85 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
57,874Holding current value
$2.85 Million% of portfolio
2.57%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
549MCall Options Held
23KPut Options Held
88.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.52 Billion0.29% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
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Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio