Mason Investment Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason Investment Advisory Services, Inc.
- $1.66 Trillion
- Q1 2025
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 12,499 shares of VTEB stock, worth $609,951. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,499
Previous 12,432
0.54%
Holding current value
$609,951
Previous $623 Million
0.49%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio