Holistic Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Holistic Planning, LLC holds 5,434 shares of VTEB stock, worth $272,949. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,434
Previous 5,434
-0.0%
Holding current value
$272,949
Previous $278 Million
1.94%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio