Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Inter Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,621 shares of BIV stock, worth $198,855. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,621
Previous 2,621
-0.0%
Holding current value
$198,855
Previous $205 Million
4.64%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$930 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$630 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$587 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$476 Million0.04% of portfolio