Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,838 shares of VYM stock, worth $615,006. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,838
Previous 4,214
14.81%
Holding current value
$615,006
Previous $500 Million
24.08%
% of portfolio
0.46%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.44 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$686 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$639 Million0.21% of portfolio