High Net Worth Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 16,583 shares of VTEB stock, worth $810,245. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,583
Previous 19,493
14.93%
Holding current value
$810,245
Previous $965,000
15.75%
% of portfolio
0.23%
Previous 0.28%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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