Bwm Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bwm Planning, LLC holds 13,767 shares of VTEB stock, worth $688,074. This represents 0.31% of its overall portfolio holdings.

Number of Shares

13,767

Holding current value

$688,074

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$49.93 - $51.15 $687,386 - $704,182	13,767 New	13,767 $704 Million

Others Institutions Holding VTEB

# of Institutions

1,177

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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