High Net Worth Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
High Net Worth Advisory Group LLC
- $340 Million
- Q1 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 19,493 shares of VTEB stock, worth $965,683. This represents 0.28% of its overall portfolio holdings.
Number of Shares
19,493
Previous 19,831
1.7%
Holding current value
$965,683
Previous $994,000
2.92%
% of portfolio
0.28%
Previous 0.29%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio