Lockerman Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 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 $905,287. This represents 1.28% of its overall portfolio holdings.
Number of Shares
18,113
Previous 18,113
-0.0%
Holding current value
$905,287
Previous $897,000
1.0%
% of portfolio
1.28%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio