Mason & Associates Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason & Associates Inc
- $367 Million
- Q1 2024
A detailed history of Mason & Associates Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason & Associates Inc holds 27,903 shares of VTEB stock, worth $1.4 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
27,903
Previous 27,924
0.08%
Holding current value
$1.4 Million
Previous $1.43 Million
0.98%
% of portfolio
0.38%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,100Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio