Lm Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lm Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Lm Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lm Advisors LLC holds 11,155 shares of VTEB stock, worth $561,431. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,155
Previous 11,155
-0.0%
Holding current value
$561,431
Previous $554,000
1.26%
% of portfolio
0.07%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio