Golden State Equity Partners Vanguard Mun Bd Fds Tax Exempt Transaction History
Golden State Equity Partners
- $182 Million
- Q3 2024
A detailed history of Golden State Equity Partners transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Golden State Equity Partners holds 11,119 shares of VTEB stock, worth $553,615. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,119
Previous 6,327
75.74%
Holding current value
$553,615
Previous $323,000
75.85%
% of portfolio
0.31%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,160Shares Held
497MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.72 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.58 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.52 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.49 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio