Evernest Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Evernest Financial Advisors, LLC
- $318 Million
- Q3 2025
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 20,123 shares of VTEB stock, worth $1.01 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,123
Previous 19,695
2.17%
Holding current value
$1.01 Million
Previous $965,000
4.35%
% of portfolio
0.32%
Previous 0.35%
Shares
9 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