Kelman Lazarov, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Kelman Lazarov, Inc.
- $483 Million
- Q1 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 94,689 shares of VTEB stock, worth $4.77 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
94,689
Previous 88,912
6.5%
Holding current value
$4.77 Million
Previous $4.54 Million
5.58%
% of portfolio
0.99%
Previous 1.0%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,102Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio