L.K. Benson & Company, P.C. Vanguard Mun Bd Fds Tax Exempt Transaction History
L.K. Benson & Company, P.C.
- $186 Billion
- Q3 2025
A detailed history of L.K. Benson & Company, P.C. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 72,673 shares of VTEB stock, worth $3.65 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
72,673
Previous 59,135
22.89%
Holding current value
$3.65 Million
Previous $2.9 Billion
25.5%
% of portfolio
1.96%
Previous 1.78%
Shares
4 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