Lockerman Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Lockerman Financial Group, Inc.
- $55.9 Million
- Q3 2024
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 18,863 shares of VTEB stock, worth $941,640. This represents 1.73% of its overall portfolio holdings.
Number of Shares
18,863
Previous 17,984
4.89%
Holding current value
$941,640
Previous $901,000
6.99%
% of portfolio
1.73%
Previous 1.72%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio