Switch Point Financial Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 37,758 shares of VTEB stock, worth $1.89 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
37,758Holding current value
$1.89 Million% of portfolio
1.81%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,251Shares Held
532MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio