Lodestone Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lodestone Wealth Management LLC
- $222 Billion
- Q3 2025
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,950 shares of VTEB stock, worth $249,133. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,950Holding current value
$249,133% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio