Hilltop Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hilltop Wealth Advisors, LLC
- $214 Million
- Q3 2024
A detailed history of Hilltop Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 419,130 shares of VTEB stock, worth $20.9 Million. This represents 10.0% of its overall portfolio holdings.
Number of Shares
419,130
Previous 409,897
2.25%
Holding current value
$20.9 Million
Previous $20.5 Million
4.31%
% of portfolio
10.0%
Previous 10.38%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares 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