Mokosak Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mokosak Advisory Group, LLC
- $354 Million
- Q2 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 5,024 shares of VTEB stock, worth $245,623. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,024
Previous 4,983
0.82%
Holding current value
$245,623
Previous $247,000
0.4%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,334Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio