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 $4.26 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
84,555
Previous 99,659
15.16%
Holding current value
$4.26 Million
Previous $4.95 Million
16.18%
% of portfolio
0.72%
Previous 0.96%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,335Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio