Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Short Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 141,359 shares of BSV stock, worth $10.9 Million. This represents 8.26% of its overall portfolio holdings.
Number of Shares
141,359
Previous 136,368
3.66%
Holding current value
$10.9 Million
Previous $10.5 Billion
6.35%
% of portfolio
8.26%
Previous 8.49%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.13 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.24 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.71 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio