Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Inter Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,621 shares of BIV stock, worth $198,986. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,621
Previous 2,621
-0.0%
Holding current value
$198,986
Previous $196 Million
2.46%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
1,007Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.37 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$930 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$656 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$605 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$578 Million0.53% of portfolio