Xy Planning Network, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Xy Planning Network, Inc. holds 4,156 shares of VTEB stock, worth $209,171. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,156
              Previous 4,269
              
        
           2.65%
        
      
          
        Holding current value
$209,171
            Previous $212 Million
            
        
           3.8%
        
      
          
        % of portfolio
0.07%
            Previous 0.14%
          
        Shares
	  3 transactions
	
  Others Institutions Holding VTEB
# of Institutions
1,345Shares Held
562MCall Options Held
124KPut Options Held
57.8K- 
    
      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