Evernest Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Evernest Financial Advisors, LLC
- $219 Million
- Q2 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 17,431 shares of VTEB stock, worth $891,595. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,431
Previous 19,075
8.62%
Holding current value
$891,595
Previous $953 Million
99.91%
% of portfolio
0.4%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio