Wrenne Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wrenne Financial Planning LLC
- $188 Billion
- Q1 2025
A detailed history of Wrenne Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 49,393 shares of VTEB stock, worth $2.41 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
49,393
Previous 47,295
4.44%
Holding current value
$2.41 Million
Previous $2.37 Billion
3.37%
% of portfolio
1.3%
Previous 1.35%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,328Shares Held
563MCall Options Held
17KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio