Lakeridge Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
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 5,139 shares of VTEB stock, worth $251,091. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,139
Previous 5,737
10.42%
Holding current value
$251,091
Previous $285 Million
11.49%
% of portfolio
0.12%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio