Hcr Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Hcr Wealth Advisors
- $757 Million
- Q3 2024
A detailed history of Hcr Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hcr Wealth Advisors holds 9,300 shares of VTEB stock, worth $468,162. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,300
Previous 9,300
-0.0%
Holding current value
$468,162
Previous $466,000
1.93%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,152Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio