Axxcess Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 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 78,037 shares of VTEB stock, worth $3.92 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
78,037
Previous 76,718
1.72%
Holding current value
$3.92 Million
Previous $3.76 Million
3.88%
% of portfolio
0.09%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,378Shares Held
606MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio