Elevate Wealth Advisory, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 5,251 shares of VTEB stock, worth $267,013. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,251Holding current value
$267,013% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio