L.K. Benson & Company, P.C. Vanguard Mun Bd Fds Tax Exempt Transaction History
L.K. Benson & Company, P.C.
- $144 Billion
- Q1 2025
A detailed history of L.K. Benson & Company, P.C. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 45,356 shares of VTEB stock, worth $2.21 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
45,356
Previous 40,383
12.31%
Holding current value
$2.21 Million
Previous $2.02 Billion
11.17%
% of portfolio
1.56%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio