Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 42,943 shares of VTIP stock, worth $2.09 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
42,943
Previous 43,237
0.68%
Holding current value
$2.09 Million
Previous $2.1 Billion
0.89%
% of portfolio
1.57%
Previous 1.7%
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
754Shares Held
141MCall Options Held
14.1KPut Options Held
7.6K-
Jpmorgan Chase & CO New York, NY19.3MShares$939 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$469 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$403 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.75MShares$280 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.3MShares$209 Million7.93% of portfolio