Heartwood Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 355,049 shares of VTEB stock, worth $18 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
355,049
Previous 345,200
2.85%
Holding current value
$18 Million
Previous $17.5 Million
1.85%
% of portfolio
2.13%
Previous 2.15%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio