Jackson, Grant Investment Advisers, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Jackson, Grant Investment Advisers, Inc.
- $269 Million
- Q2 2025
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 13,263 shares of VTEB stock, worth $645,642. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,263
Previous 14,260
6.99%
Holding current value
$645,642
Previous $707,000
8.06%
% of portfolio
0.24%
Previous 0.28%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.76 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio