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 $2.23 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
45,356
Previous 40,383
12.31%
Holding current value
$2.23 Million
Previous $2.02 Billion
11.17%
% of portfolio
1.56%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio