Elevate Wealth Advisory, Inc Vanguard Bd Index Fd Inc Inter Transaction History
Elevate Wealth Advisory, Inc
- $146 Billion
- Q4 2025
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 2,748 shares of BIV stock, worth $214,096. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,748
Previous 2,621
4.85%
Holding current value
$214,096
Previous $205 Million
4.56%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
1,038Shares Held
214MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio