Heartwood Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
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 397,450 shares of VTEB stock, worth $19.5 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
397,450
Previous 369,850
7.46%
Holding current value
$19.5 Million
Previous $18.5 Million
6.37%
% of portfolio
2.38%
Previous 2.11%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,313Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.86 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.65 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
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Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio