Sequent Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 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 $216,524. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,347
Previous 4,347
-0.0%
Holding current value
$216,524
Previous $222 Million
1.94%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio