Hhm Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 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 35,077 shares of VTEB stock, worth $1.77 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
35,077
Previous 30,215
16.09%
Holding current value
$1.77 Million
Previous $1.54 Million
13.86%
% of portfolio
0.24%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio