Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
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 177,761 shares of VGIT stock, worth $10.7 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
177,761
Previous 181,947
2.3%
Holding current value
$10.7 Million
Previous $10.9 Billion
1.94%
% of portfolio
7.75%
Previous 7.74%
Shares
8 transactions
Others Institutions Holding VGIT
# of Institutions
915Shares Held
427MCall Options Held
4KPut Options Held
5.4K-
Jpmorgan Chase & CO New York, NY71.8MShares$4.31 Billion0.28% of portfolio
-
Bank Of America Corp Charlotte, NC49.8MShares$2.99 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.43 Billion11.45% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO20.4MShares$1.23 Billion3.42% of portfolio
-
Morgan Stanley New York, NY19.8MShares$1.19 Billion0.07% of portfolio