Hcr Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Hcr Wealth Advisors
- $940 Million
- Q3 2025
A detailed history of Hcr Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hcr Wealth Advisors holds 9,334 shares of VTEB stock, worth $470,900. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,334
Previous 9,334
-0.0%
Holding current value
$470,900
Previous $457,000
1.97%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,356Shares Held
584MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY99.1MShares$5 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.18 Billion0.08% of portfolio