Everhart Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Everhart Financial Group, Inc.
- $1.05 Billion
- Q4 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 32,084 shares of VTEB stock, worth $1.61 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
32,084
Previous 32,159
0.23%
Holding current value
$1.61 Million
Previous $1.61 Million
0.12%
% of portfolio
0.15%
Previous 0.16%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio