Hcr Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Hcr Wealth Advisors
- $789 Million
- Q4 2024
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 9,300 shares of VTEB stock, worth $462,954. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,300
Previous 9,300
-0.0%
Holding current value
$462,954
Previous $475,000
1.89%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio