Lakewood Asset Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lakewood Asset Management LLC
- $143 Billion
- Q2 2024
A detailed history of Lakewood Asset Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lakewood Asset Management LLC holds 18,477 shares of VTEB stock, worth $931,979. This represents 0.65% of its overall portfolio holdings.
Number of Shares
18,477
Previous 16,787
10.07%
Holding current value
$931,979
Previous $849 Million
9.0%
% of portfolio
0.65%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,106Shares Held
487MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio