L.K. Benson & Company, P.C. Vanguard Mun Bd Fds Tax Exempt Transaction History
L.K. Benson & Company, P.C.
- $163 Billion
- Q2 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 59,135 shares of VTEB stock, worth $2.98 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
59,135
Previous 45,356
30.38%
Holding current value
$2.98 Million
Previous $2.25 Billion
28.83%
% of portfolio
1.78%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
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