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 $555,616. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,119
Previous 6,327
75.74%
Holding current value
$555,616
Previous $323,000
75.85%
% of portfolio
0.31%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio