Falcon Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Falcon Wealth Planning holds 7,578 shares of VTEB stock, worth $378,672. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,578Holding current value
$378,672% of portfolio
0.05%Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio