Hurlow Wealth Management Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Hurlow Wealth Management Group, Inc.
- $283 Million
- Q1 2024
A detailed history of Hurlow Wealth Management Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 113,692 shares of VTEB stock, worth $5.7 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
113,692
Previous 106,077
7.18%
Holding current value
$5.7 Million
Previous $5.42 Million
6.22%
% of portfolio
2.04%
Previous 2.06%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio