Lockerman Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Lockerman Financial Group, Inc.
- $55.8 Million
- Q4 2024
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 19,141 shares of VTEB stock, worth $956,092. This represents 1.72% of its overall portfolio holdings.
Number of Shares
19,141
Previous 18,863
1.47%
Holding current value
$956,092
Previous $964,000
0.52%
% of portfolio
1.72%
Previous 1.73%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,266Shares Held
535MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% 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