Lakeridge Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,737 shares of VTEB stock, worth $288,169. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,737
Previous 5,737
-0.0%
Holding current value
$288,169
Previous $293 Million
1.94%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio