Heritage Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 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 $364,606. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,240
Previous 7,240
-0.0%
Holding current value
$364,606
Previous $370 Million
1.94%
% of portfolio
0.12%
Previous 0.12%
Shares
2 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