Cypress Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cypress Financial Planning LLC
- $343 Million
- Q4 2025
A detailed history of Cypress Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cypress Financial Planning LLC holds 12,569 shares of VTEB stock, worth $631,843. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,569Holding current value
$631,843% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,376Shares Held
606MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio