Elevate Wealth Advisory, Inc Vanguard Small Cap ETF Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,095 shares of VB stock, worth $284,393. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,095
Previous 1,095
-0.0%
Holding current value
$284,393
Previous $240 Million
8.7%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.52 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.91 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.87 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.35 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.33 Billion0.28% of portfolio