Mason Investment Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 12,432 shares of VTEB stock, worth $620,978. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,432
Previous 11,522
7.9%
Holding current value
$620,978
Previous $589 Million
5.8%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,266Shares Held
535MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio