Mallini Complete Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mallini Complete Financial Planning LLC
- $105 Billion
- Q4 2024
A detailed history of Mallini Complete Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 171,017 shares of VTEB stock, worth $8.59 Million. This represents 8.14% of its overall portfolio holdings.
Number of Shares
171,017Holding current value
$8.59 Million% of portfolio
8.14%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,242Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio