Apex Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
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 63,427 shares of VTEB stock, worth $3.14 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
63,427Holding current value
$3.14 Million% of portfolio
2.74%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
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Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio