Life Plan Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Plan Investment Advisors, Inc.
- $174 Billion
- Q1 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 85,551 shares of VTEB stock, worth $4.17 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
85,551
Previous 83,230
2.79%
Holding current value
$4.17 Million
Previous $4.17 Billion
1.74%
% of portfolio
2.44%
Previous 2.58%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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$1.12 Billion0.08% of portfolio