Life Planning Partners, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Planning Partners, Inc
- $121 Million
- Q4 2025
A detailed history of Life Planning Partners, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Life Planning Partners, Inc holds 24,068 shares of VTEB stock, worth $1.21 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
24,068
Previous 31,579
23.78%
Holding current value
$1.21 Million
Previous $1.58 Million
23.53%
% of portfolio
1.0%
Previous 1.23%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,382Shares Held
607MCall 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
-
Wealthfront Advisers LLC24.2MShares$1.21 Billion2.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio