Life Plan Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Plan Investment Advisors, Inc.
- $238 Billion
- Q3 2025
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 90,842 shares of VTEB stock, worth $4.57 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
90,842
Previous 86,045
5.57%
Holding current value
$4.57 Million
Previous $4.22 Billion
7.81%
% of portfolio
1.91%
Previous 2.09%
Shares
10 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