Lockerman Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Lockerman Financial Group, Inc.
- $61.7 Million
- Q1 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 18,113 shares of VTEB stock, worth $883,914. This represents 1.45% of its overall portfolio holdings.
Number of Shares
18,113
Previous 19,141
5.37%
Holding current value
$883,914
Previous $959,000
6.47%
% of portfolio
1.45%
Previous 1.72%
Shares
10 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