Kelman Lazarov, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 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 85,711 shares of VTEB stock, worth $4.32 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
85,711
Previous 94,008
8.83%
Holding current value
$4.32 Million
Previous $4.81 Million
10.59%
% of portfolio
0.85%
Previous 0.92%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio