Lakeridge Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,737 shares of VTEB stock, worth $286,677. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,737
Previous 6,046
5.11%
Holding current value
$286,677
Previous $303 Million
3.2%
% of portfolio
0.16%
Previous 0.18%
Shares
4 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$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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