Heartwood Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 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 369,850 shares of VTEB stock, worth $18.7 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
369,850
Previous 366,117
1.02%
Holding current value
$18.7 Million
Previous $18.7 Million
0.94%
% of portfolio
2.11%
Previous 2.09%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio