Beaumont Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 36,302 shares of VTEB stock, worth $1.83 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
36,302
Previous 40,249
9.81%
Holding current value
$1.83 Million
Previous $1.97 Million
7.91%
% of portfolio
0.15%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio