Life Planning Partners, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Planning Partners, Inc
- $129 Million
- Q3 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 31,579 shares of VTEB stock, worth $1.59 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
31,579
Previous 30,557
3.34%
Holding current value
$1.59 Million
Previous $1.5 Million
5.54%
% of portfolio
1.23%
Previous 1.25%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio