Life Planning Partners, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
A detailed history of Life Planning Partners, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Life Planning Partners, Inc holds 30,557 shares of VTEB stock, worth $1.53 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
30,557
Previous 28,687
6.52%
Holding current value
$1.53 Million
Previous $1.42 Million
5.42%
% of portfolio
1.25%
Previous 1.31%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio