Planning Directions Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Planning Directions Inc
- $170 Million
- Q4 2024
A detailed history of Planning Directions Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Planning Directions Inc holds 17,943 shares of VTEB stock, worth $908,992. This represents 0.53% of its overall portfolio holdings.
Number of Shares
17,943
Previous 17,756
1.05%
Holding current value
$908,992
Previous $907,000
0.88%
% of portfolio
0.53%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio