Heritage Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,240 shares of VTEB stock, worth $363,665. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,240
Previous 7,565
4.3%
Holding current value
$363,665
Previous $380 Million
2.64%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,162Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio