Elevate Wealth Advisory, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
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 16,828 shares of VTEB stock, worth $822,384. This represents 0.59% of its overall portfolio holdings.
Number of Shares
16,828
Previous 15,801
6.5%
Holding current value
$822,384
Previous $792 Million
5.42%
% of portfolio
0.59%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio