Axxcess Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 76,718 shares of VTEB stock, worth $3.86 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
76,718
Previous 75,759
1.27%
Holding current value
$3.86 Million
Previous $3.76 Million
0.05%
% of portfolio
0.09%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
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