Life Planning Partners, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 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 28,687 shares of VTEB stock, worth $1.4 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
28,687
Previous 27,687
3.61%
Holding current value
$1.4 Million
Previous $1.39 Million
2.45%
% of portfolio
1.31%
Previous 1.29%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio