Elevate Wealth Advisory, Inc Vanguard Intermediate Term Tre Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 182,514 shares of VGIT stock, worth $10.6 Million. This represents 9.3% of its overall portfolio holdings.
Number of Shares
182,514
Previous 192,023
4.95%
Holding current value
$10.6 Million
Previous $11.4 Billion
6.19%
% of portfolio
9.3%
Previous 10.44%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
694Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.82 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.04 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$827 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$641 Million3.14% of portfolio