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 $5.33 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
108,353
Previous 136,085
20.38%
Holding current value
$5.33 Million
Previous $6.82 Billion
21.19%
% of portfolio
1.55%
Previous 2.04%
Shares
4 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
-
Creative Planning Overland Park, KS26.1MShares$1.29 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio