Kelman Lazarov, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
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 94,008 shares of VTEB stock, worth $4.71 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
94,008
Previous 94,093
0.09%
Holding current value
$4.71 Million
Previous $4.72 Million
1.91%
% of portfolio
0.92%
Previous 0.95%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio