Lockerman Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Lockerman Financial Group, Inc.
- $73.5 Million
- Q3 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 18,935 shares of VTEB stock, worth $951,862. This represents 1.29% of its overall portfolio holdings.
Number of Shares
18,935
Previous 18,113
4.54%
Holding current value
$951,862
Previous $888,000
6.76%
% of portfolio
1.29%
Previous 1.28%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio