Keener Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
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 12,063 shares of VTEB stock, worth $604,597. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,063
Previous 11,303
6.72%
Holding current value
$604,597
Previous $577,000
4.68%
% of portfolio
0.36%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
513MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio