Hart & Patterson Financial Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hart & Patterson Financial Group LLC
- $211 Billion
- Q3 2024
A detailed history of Hart & Patterson Financial Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hart & Patterson Financial Group LLC holds 101,714 shares of VTEB stock, worth $5.09 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
101,714
Previous 103,251
1.49%
Holding current value
$5.09 Million
Previous $5.17 Billion
0.5%
% of portfolio
2.46%
Previous 2.56%
Shares
4 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