Lm Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lm Advisors LLC
- $555 Million
- Q1 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 $544,364. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,155
Previous 11,155
-0.0%
Holding current value
$544,364
Previous $559,000
0.89%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio