Elevate Wealth Advisory, Inc Vanguard Small Cap ETF Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,095 shares of VB stock, worth $253,415. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,095
Previous 1,095
-0.0%
Holding current value
$253,415
Previous $261 Million
1.01%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.74 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.75 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.7 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.31 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.22 Billion0.42% of portfolio