Everhart Financial Group, Inc. Vanguard Specialized Funds Van Transaction History
Everhart Financial Group, Inc.
- $444 Million
- Q3 2024
A detailed history of Everhart Financial Group, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 35,832 shares of VNQ stock, worth $3.2 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
35,832
Previous 36,940
3.0%
Holding current value
$3.2 Million
Previous $3.09 Million
12.8%
% of portfolio
0.79%
Previous 0.81%
Shares
16 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$892 Million0.08% of portfolio