Wrenne Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wrenne Financial Planning LLC
- $214 Billion
- Q2 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 92,151 shares of VTEB stock, worth $4.64 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
92,151
Previous 49,393
86.57%
Holding current value
$4.64 Million
Previous $2.45 Billion
84.35%
% of portfolio
2.11%
Previous 1.3%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio