Prosperity Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Prosperity Planning, Inc. holds 17,337 shares of VTEB stock, worth $868,410. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,337
Previous 21,069
17.71%
Holding current value
$868,410
Previous $1.06 Million
16.02%
% of portfolio
0.29%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio