Golden Bell Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
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 36,988 shares of VTEB stock, worth $1.86 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
36,988Holding current value
$1.86 Million% of portfolio
1.86%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,227Shares Held
516MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio