Everhart Financial Group, Inc. Vanguard Specialized Funds Van Transaction History
Everhart Financial Group, Inc.
- $380 Million
- Q2 2024
A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 36,940 shares of VNQ stock, worth $3.51 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
36,940
Previous 36,691
0.68%
Holding current value
$3.51 Million
Previous $3.17 Million
2.49%
% of portfolio
0.81%
Previous 0.93%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,730Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio