Elevate Wealth Advisory, Inc Vanguard Value ETF Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 427 shares of VTV stock, worth $76,894. This represents 0.06% of its overall portfolio holdings.
Number of Shares
427
Previous 427
-0.0%
Holding current value
$76,894
Previous $68.9 Million
8.14%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.4 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.23 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.66 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.56 Billion1.14% of portfolio