Sequent Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sequent Planning LLC holds 4,347 shares of VTEB stock, worth $218,349. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,347
Previous 4,347
-0.0%
Holding current value
$218,349
Previous $217 Million
2.38%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio