Life Plan Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Plan Investment Advisors, Inc.
- $162 Billion
- Q4 2024
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 83,230 shares of VTEB stock, worth $4.05 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
83,230
Previous 65,172
27.71%
Holding current value
$4.05 Million
Previous $3.33 Billion
25.23%
% of portfolio
2.58%
Previous 2.13%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,308Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.83 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.59 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.22 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.19 Billion3.61% of portfolio