Elevate Wealth Advisory, Inc Vanguard Specialized Funds Van Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 35,132 shares of VNQ stock, worth $2.93 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
35,132
Previous 32,825
7.03%
Holding current value
$2.93 Million
Previous $2.9 Billion
4.75%
% of portfolio
2.64%
Previous 2.66%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio