Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 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 5,121 shares of VYM stock, worth $686,470. This represents 0.49% of its overall portfolio holdings.
Number of Shares
5,121
Previous 4,838
5.85%
Holding current value
$686,470
Previous $620 Million
5.35%
% of portfolio
0.49%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,947Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$968 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio