Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 2025
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 39,145 shares of VTIP stock, worth $1.97 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
39,145
Previous 43,810
10.65%
Holding current value
$1.97 Million
Previous $2.19 Billion
9.98%
% of portfolio
1.4%
Previous 1.55%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
893Shares Held
180MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$932 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$746 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$438 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$308 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$308 Million1.84% of portfolio