Axis Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 4,833 shares of VTEB stock, worth $243,244. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,833
Previous 4,792
0.86%
Holding current value
$243,244
Previous $235 Million
2.98%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
562MCall 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