Mb, Levis & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mb, Levis & Associates, LLC
- $231 Billion
- Q3 2025
A detailed history of Mb, Levis & Associates, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 63,979 shares of VTEB stock, worth $3.22 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
63,979
Previous 306,753
79.14%
Holding current value
$3.22 Million
Previous $15 Billion
78.7%
% of portfolio
1.39%
Previous 6.61%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio