Everhart Financial Group, Inc. Spdr Bloomberg Emerging Market Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	SELL	$20.48 - $21.75 $655 - $696	-32 Reduced 0.31%	10,274 $218,000
Q4 2022 Feb 09, 2023	BUY	$18.52 - $20.61 $190,867 - $212,406	10,306 New	10,306 $211,000

Others Institutions Holding EBND

# of Institutions

197

Shares Held

89.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

47.6M
Shares

$947 Million
0.2% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

20.2M
Shares

$402 Million
1.46% of portfolio
Personal Capital Advisors Corp

4.5M
Shares

$89.6 Million
0.45% of portfolio
State Street Corp Boston, MA

3.03M
Shares

$60.3 Million
0.0% of portfolio
Deutsche Bank Ag\ Frankfurt Am Main, 2M

2.06M
Shares

$41 Million
0.02% of portfolio

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