Everhart Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Everhart Financial Group, Inc.
- $340 Million
- Q1 2024
A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 38,211 shares of VTEB stock, worth $1.92 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
38,211
Previous 38,822
1.57%
Holding current value
$1.92 Million
Previous $1.98 Million
2.42%
% of portfolio
0.57%
Previous 0.71%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio