Mc Namara Financial Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Namara Financial Services, Inc.
- $530 Million
- Q3 2025
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 137,733 shares of VTEB stock, worth $6.92 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
137,733
Previous 136,055
1.23%
Holding current value
$6.92 Million
Previous $6.67 Million
3.39%
% of portfolio
1.3%
Previous 1.34%
Shares
28 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio