Apex Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Apex Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Apex Wealth Management, LLC holds 6,486 shares of VTEB stock, worth $316,905. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,486Holding current value
$316,905% of portfolio
0.26%Shares
2 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
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Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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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