Hilltop Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hilltop Wealth Advisors, LLC
- $178 Million
- Q2 2025
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 55,360 shares of VTEB stock, worth $2.69 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
55,360
Previous 190,551
70.95%
Holding current value
$2.69 Million
Previous $9.44 Million
71.25%
% of portfolio
1.53%
Previous 5.34%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio