Everhart Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Everhart Financial Group, Inc.
- $444 Million
- Q3 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 36,420 shares of VTEB stock, worth $1.83 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,420
Previous 37,764
3.56%
Holding current value
$1.83 Million
Previous $1.89 Million
1.64%
% of portfolio
0.42%
Previous 0.5%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio