Lokken Investment Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lokken Investment Group LLC
- $216 Million
- Q1 2025
A detailed history of Lokken Investment Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lokken Investment Group LLC holds 20,183 shares of VTEB stock, worth $987,150. This represents 0.46% of its overall portfolio holdings.
Number of Shares
20,183
Previous 19,888
1.48%
Holding current value
$987,150
Previous $996,000
0.5%
% of portfolio
0.46%
Previous 0.47%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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$1.13 Billion0.08% of portfolio