Mason Investment Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q3 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 11,522 shares of VTEB stock, worth $577,136. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,522
Previous 10,596
8.74%
Holding current value
$577,136
Previous $531 Million
10.94%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio