Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
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 39,479 shares of VTIP stock, worth $1.98 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
39,479
Previous 39,145
0.85%
Holding current value
$1.98 Million
Previous $1.97 Billion
1.58%
% of portfolio
1.45%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding VTIP
# of Institutions
934Shares Held
206MCall Options Held
70KPut Options Held
0-
Jpmorgan Chase & CO New York, NY28.7MShares$1.44 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$873 Million0.28% of portfolio
-
Sei Investments CO Oaks, PA8.58MShares$430 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY8.49MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY7.59MShares$380 Million2.04% of portfolio