Everhart Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Everhart Financial Group, Inc.
- $852 Million
- Q2 2025
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 33,674 shares of VTEB stock, worth $1.69 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
33,674
Previous 36,096
6.71%
Holding current value
$1.69 Million
Previous $1.79 Million
7.66%
% of portfolio
0.19%
Previous 0.25%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,345Shares Held
562MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio