Heartwood Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 366,117 shares of VTEB stock, worth $18.3 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
366,117
Previous 355,049
3.12%
Holding current value
$18.3 Million
Previous $17.8 Million
5.19%
% of portfolio
2.09%
Previous 2.13%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio