Hilltop Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hilltop Wealth Advisors, LLC
- $198 Million
- Q2 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 409,897 shares of VTEB stock, worth $20.8 Million. This represents 10.38% of its overall portfolio holdings.
Number of Shares
409,897
Previous 395,747
3.58%
Holding current value
$20.8 Million
Previous $20 Million
2.57%
% of portfolio
10.38%
Previous 10.32%
Shares
3 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$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio