Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 43,237 shares of VTIP stock, worth $2.11 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
43,237
Previous 44,401
2.62%
Holding current value
$2.11 Million
Previous $2.13 Billion
1.3%
% of portfolio
1.7%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding VTIP
# of Institutions
759Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$280 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$180 Million0.02% of portfolio