Mc Namara Financial Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Namara Financial Services, Inc.
- $466 Million
- Q1 2024
A detailed history of Mc Namara Financial Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 103,941 shares of VTEB stock, worth $5.22 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
103,941
Previous 97,575
6.52%
Holding current value
$5.22 Million
Previous $4.98 Million
5.58%
% of portfolio
1.13%
Previous 1.12%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio