Elevate Wealth Advisory, Inc Vanguard Total World Stk Index Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,371 shares of VT stock, worth $161,490. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,371
Previous 1,358
0.96%
Holding current value
$161,490
Previous $163 Million
0.95%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding VT
# of Institutions
1,089Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.55 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$543 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$526 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$365 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$285 Million0.79% of portfolio