Kelman Lazarov, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Kelman Lazarov, Inc.
- $575 Million
- Q2 2025
A detailed history of Kelman Lazarov, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 84,555 shares of VTEB stock, worth $4.13 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
84,555
Previous 99,659
15.16%
Holding current value
$4.13 Million
Previous $4.95 Million
16.18%
% of portfolio
0.72%
Previous 0.96%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio