Valtinson Bruner Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 7,359 shares of VTEB stock, worth $369,348. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,359
Previous 7,359
-0.0%
Holding current value
$369,348
Previous $376,000
2.13%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,274Shares Held
538MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio