Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 204,404 shares of VGIT stock, worth $12.1 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
204,404
Previous 202,155
1.11%
Holding current value
$12.1 Million
Previous $12.2 Billion
2.94%
% of portfolio
8.89%
Previous 9.07%
Shares
5 transactions
Others Institutions Holding VGIT
# of Institutions
855Shares Held
404MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.89 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.8 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.33 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.27 Billion10.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$1.01 Billion3.35% of portfolio