Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Short Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 136,368 shares of BSV stock, worth $10.5 Million. This represents 8.49% of its overall portfolio holdings.
Number of Shares
136,368
Previous 125,012
9.08%
Holding current value
$10.5 Million
Previous $9.58 Billion
9.13%
% of portfolio
8.49%
Previous 8.34%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.89 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.97 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.41 Billion0.12% of portfolio