Hilltop Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hilltop Wealth Advisors, LLC
- $198 Million
- Q4 2024
A detailed history of Hilltop Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 452,170 shares of VTEB stock, worth $22.9 Million. This represents 11.46% of its overall portfolio holdings.
Number of Shares
452,170
Previous 419,130
7.88%
Holding current value
$22.9 Million
Previous $21.4 Million
5.8%
% of portfolio
11.46%
Previous 10.0%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio