Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 44,401 shares of VTIP stock, worth $2.14 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
44,401
Previous 49,842
10.92%
Holding current value
$2.14 Million
Previous $2.37 Billion
10.16%
% of portfolio
1.85%
Previous 2.17%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
763Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$959 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$381 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio