Everhart Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Everhart Financial Group, Inc.
- $719 Million
- Q1 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 36,096 shares of VTEB stock, worth $1.76 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
36,096
Previous 34,206
5.53%
Holding current value
$1.76 Million
Previous $1.71 Million
4.32%
% of portfolio
0.25%
Previous 0.36%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio