Tilson Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Tilson Financial Group, Inc.
- $253 Million
- Q1 2025
A detailed history of Tilson Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 230,640 shares of VTEB stock, worth $11.3 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
230,640
Previous 210,846
9.39%
Holding current value
$11.3 Million
Previous $10.6 Million
8.26%
% of portfolio
4.53%
Previous 4.31%
Shares
9 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
-
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