Mokosak Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mokosak Advisory Group, LLC
- $324 Million
- Q1 2025
A detailed history of Mokosak Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 4,983 shares of VTEB stock, worth $243,170. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,983Holding current value
$243,170% of portfolio
0.08%Shares
1 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
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio