Hilltop Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Hilltop Wealth Advisors, LLC
- $177 Million
- Q1 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 190,551 shares of VTEB stock, worth $9.3 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
190,551
Previous 452,170
57.86%
Holding current value
$9.3 Million
Previous $22.7 Million
58.36%
% of portfolio
5.34%
Previous 11.46%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,328Shares Held
563MCall Options Held
17KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio