Lokken Investment Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lokken Investment Group LLC
- $193 Million
- Q1 2024
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 12,943 shares of VTEB stock, worth $648,573. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,943
Previous 12,213
5.98%
Holding current value
$648,573
Previous $623,000
4.98%
% of portfolio
0.34%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio