Axis Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 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 4,792 shares of VTEB stock, worth $234,137. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,792
Previous 5,113
6.28%
Holding current value
$234,137
Previous $254 Million
7.38%
% of portfolio
0.15%
Previous 0.19%
Shares
3 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
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio