Apex Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 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 7,711 shares of VTEB stock, worth $388,017. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,711
Previous 6,486
18.89%
Holding current value
$388,017
Previous $318 Million
21.41%
% of portfolio
0.28%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,349Shares Held
559MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio