Elevate Wealth Advisory, Inc Vanguard Value ETF Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 $74,289. This represents 0.06% of its overall portfolio holdings.
Number of Shares
427
Previous 427
-0.0%
Holding current value
$74,289
Previous $69.5 Million
0.88%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.87 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio