Mallini Complete Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mallini Complete Financial Planning LLC
- $123 Billion
- Q3 2025
A detailed history of Mallini Complete Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 233,895 shares of VTEB stock, worth $11.8 Million. This represents 9.52% of its overall portfolio holdings.
Number of Shares
233,895
Previous 196,404
19.09%
Holding current value
$11.8 Million
Previous $9.63 Billion
21.61%
% of portfolio
9.52%
Previous 12.17%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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