Gofen & Glossberg LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Gofen & Glossberg LLC

$3.89 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$54.77 - $55.59 $219,353 - $222,637	-4,005 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$54.58 - $55.46 $218,592 - $222,117	4,005 New	4,005 $221,000

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.96 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.65 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.27 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.05 Billion
0.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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