High Net Worth Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
High Net Worth Advisory Group LLC
- $358 Million
- Q3 2024
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 22,640 shares of VTEB stock, worth $1.14 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
22,640
Previous 21,310
6.24%
Holding current value
$1.14 Million
Previous $1.07 Million
8.43%
% of portfolio
0.32%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio