Elevate Wealth Advisory, Inc Vanguard Whitehall Fds (Vangua Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 4,214 shares of VYM stock, worth $537,411. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,214
Previous 3,440
22.5%
Holding current value
$537,411
Previous $416 Million
20.09%
% of portfolio
0.41%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,753Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.4 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.2 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$666 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$638 Million0.21% of portfolio