Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,838 shares of VYM stock, worth $640,164. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,838
Previous 4,214
14.81%
Holding current value
$640,164
Previous $500 Million
24.08%
% of portfolio
0.46%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,866Shares Held
189MCall Options Held
1.89MPut Options Held
394K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$956 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$714 Million0.32% of portfolio