Mason & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason & Associates, LLC
- $347 Billion
- Q1 2025
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 108,353 shares of VTEB stock, worth $5.37 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
108,353
Previous 136,085
20.38%
Holding current value
$5.37 Million
Previous $6.82 Billion
21.19%
% of portfolio
1.55%
Previous 2.04%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio