Keener Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keener Financial Planning LLC
- $216 Million
- Q3 2025
A detailed history of Keener Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Keener Financial Planning LLC holds 17,695 shares of VTEB stock, worth $889,527. This represents 0.41% of its overall portfolio holdings.
Number of Shares
17,695
Previous 17,441
1.46%
Holding current value
$889,527
Previous $855,000
3.51%
% of portfolio
0.41%
Previous 0.43%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares Held
604MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio