Hhm Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hhm Wealth Advisors, LLC
- $735 Million
- Q1 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 36,358 shares of VTEB stock, worth $1.77 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
36,358
Previous 35,077
3.65%
Holding current value
$1.77 Million
Previous $1.76 Million
2.62%
% of portfolio
0.25%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio