Golden Bell Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
A detailed history of Golden Bell Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 38,386 shares of VTEB stock, worth $1.93 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
38,386
Previous 37,080
3.52%
Holding current value
$1.93 Million
Previous $1.82 Billion
5.72%
% of portfolio
1.67%
Previous 1.71%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio