Heritage Financial Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 2024
A detailed history of Heritage Financial Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heritage Financial Services, LLC holds 20,117 shares of VTEB stock, worth $1.01 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,117
Previous 25,859
22.21%
Holding current value
$1.01 Million
Previous $1.32 Million
22.95%
% of portfolio
0.16%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio