Highland Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Highland Financial Advisors, LLC
- $269 Million
- Q2 2024
A detailed history of Highland Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 41,156 shares of VTEB stock, worth $2.11 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
41,156
Previous 34,369
19.75%
Holding current value
$2.11 Million
Previous $1.74 Million
18.57%
% of portfolio
0.77%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio