Lane & Associates LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lane & Associates LLC
- $184 Million
- Q1 2025
A detailed history of Lane & Associates LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lane & Associates LLC holds 6,511 shares of VTEB stock, worth $318,127. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,511
Previous 7,340
11.29%
Holding current value
$318,127
Previous $367,000
11.99%
% of portfolio
0.18%
Previous 0.2%
Shares
10 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