Elevate Wealth Advisory, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 15,504 shares of VTEB stock, worth $784,192. This represents 0.59% of its overall portfolio holdings.
Number of Shares
15,504
Previous 5,251
195.26%
Holding current value
$784,192
Previous $263 Million
201.21%
% of portfolio
0.59%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio