Peak Retirement Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
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 15,368 shares of VTEB stock, worth $772,549. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,368
Previous 14,824
3.67%
Holding current value
$772,549
Previous $727 Million
5.87%
% of portfolio
0.22%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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