Peak Retirement Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 10,467 shares of VTEB stock, worth $511,417. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,467Holding current value
$511,417% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
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, KS26.9MShares$1.31 Billion1.13% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio