Life Plan Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Plan Investment Advisors, Inc.
- $156 Billion
- Q3 2024
A detailed history of Life Plan Investment Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 65,172 shares of VTEB stock, worth $3.25 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
65,172
Previous 57,854
12.65%
Holding current value
$3.25 Million
Previous $2.9 Billion
14.92%
% of portfolio
2.13%
Previous 2.09%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,188Shares Held
511MCall 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