Everhart Financial Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Everhart Financial Group, Inc.
- $477 Million
- Q4 2024
A detailed history of Everhart Financial Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,440 shares of ESGV stock, worth $262,519. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,440
Previous 2,448
0.33%
Holding current value
$262,519
Previous $248,000
2.82%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding ESGV
# of Institutions
588Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$296 Million0.01% of portfolio
-
Visa Foundation1.72MShares$185 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$132 Million0.12% of portfolio
-
Morgan Stanley New York, NY822KShares$88.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$74.6 Million6.52% of portfolio