Lake Street Advisors Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lake Street Advisors Group, LLC
- $2.12 Billion
- Q4 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 16,828 shares of VTEB stock, worth $844,597. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,828
Previous 10,180
65.3%
Holding current value
$844,597
Previous $520,000
62.12%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 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$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio