Golden State Equity Partners Vanguard Mun Bd Fds Tax Exempt Transaction History
Golden State Equity Partners
- $510 Million
- Q4 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 13,493 shares of VTEB stock, worth $679,507. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,493
Previous 11,119
21.35%
Holding current value
$679,507
Previous $568,000
19.01%
% of portfolio
0.13%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,296Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio