Mallini Complete Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mallini Complete Financial Planning LLC
- $105 Billion
- Q1 2025
A detailed history of Mallini Complete Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 177,800 shares of VTEB stock, worth $8.75 Million. This represents 8.43% of its overall portfolio holdings.
Number of Shares
177,800
Previous 171,017
3.97%
Holding current value
$8.75 Million
Previous $8.57 Billion
2.91%
% of portfolio
8.43%
Previous 8.14%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,326Shares Held
564MCall Options Held
17KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.8 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.7 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.52 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.29 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio