Elevate Wealth Advisory, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 15,801 shares of VTEB stock, worth $800,478. This represents 0.59% of its overall portfolio holdings.
Number of Shares
15,801
Previous 15,504
1.92%
Holding current value
$800,478
Previous $793 Million
0.06%
% of portfolio
0.59%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio