Mason & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason & Associates, LLC
- $335 Billion
- Q4 2024
A detailed history of Mason & Associates, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason & Associates, LLC holds 136,085 shares of VTEB stock, worth $6.8 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
136,085
Previous 179,250
24.08%
Holding current value
$6.8 Million
Previous $9.16 Billion
25.55%
% of portfolio
2.04%
Previous 2.8%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,189Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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