Lakeridge Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 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 $285,587. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,737
Previous 5,737
-0.0%
Holding current value
$285,587
Previous $293 Million
1.94%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio