Heritage Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Heritage Wealth Management, Inc.
- $298 Billion
- Q2 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 7,565 shares of VTEB stock, worth $386,193. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,565Holding current value
$386,193% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio