Hhm Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 30,215 shares of VTEB stock, worth $1.51 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
30,215
Previous 22,753
32.8%
Holding current value
$1.51 Million
Previous $1.14 Million
35.44%
% of portfolio
0.22%
Previous 0.17%
Shares
8 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$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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