Mason & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason & Associates, LLC
- $327 Billion
- Q3 2024
A detailed history of Mason & Associates, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason & Associates, LLC holds 179,250 shares of VTEB stock, worth $9.06 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
179,250
Previous 184,647
2.92%
Holding current value
$9.06 Million
Previous $9.25 Billion
0.97%
% of portfolio
2.8%
Previous 3.04%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,159Shares Held
498MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio