Hcr Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Hcr Wealth Advisors
- $759 Million
- Q1 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 $459,232. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,334
Previous 9,300
0.37%
Holding current value
$459,232
Previous $466,000
0.64%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,314Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio