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 $1.96 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
39,145
Previous 43,810
10.65%
Holding current value
$1.96 Million
Previous $2.19 Billion
9.98%
% of portfolio
1.4%
Previous 1.55%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
911Shares Held
189MCall Options Held
56.9KPut Options Held
8.4K-
Jpmorgan Chase & CO New York, NY18.6MShares$928 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.6MShares$830 Million0.29% of portfolio
-
Sei Investments CO Oaks, PA8.7MShares$435 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY8.51MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.94MShares$347 Million1.98% of portfolio