United Financial Planning Group LLC Vanguard Mun Bd Fds Tax Exempt Put Options Transaction History

United Financial Planning Group LLC

$159 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VTEB

# of Institutions

1,367

Shares Held

599M

Call Options Held

383K

Put Options Held

90.1K

Jpmorgan Chase & CO New York, NY

99.1M
Shares

$5 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

35.7M
Shares

$1.8 Billion
1.21% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.32 Billion
1.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24M
Shares

$1.21 Billion
0.2% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.16 Billion
0.07% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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