Mc Namara Financial Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Namara Financial Services, Inc.
- $498 Million
- Q2 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 136,055 shares of VTEB stock, worth $6.62 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
136,055
Previous 110,909
22.67%
Holding current value
$6.62 Million
Previous $5.49 Million
21.41%
% of portfolio
1.34%
Previous 1.2%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.76 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio