Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 196,622 shares of VGIT stock, worth $11.5 Million. This represents 9.29% of its overall portfolio holdings.
Number of Shares
196,622
Previous 182,514
7.73%
Holding current value
$11.5 Million
Previous $10.7 Billion
7.14%
% of portfolio
9.29%
Previous 9.3%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
719Shares Held
367MCall Options Held
25.2KPut Options Held
14.3K-
Jpmorgan Chase & CO New York, NY71.4MShares$4.17 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC49.3MShares$2.88 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.26 Billion11.73% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$885 Million3.28% of portfolio