Elevate Wealth Advisory, Inc Vanguard Utilities ETF Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,136 shares of VPU stock, worth $358,506. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,136
Previous 2,133
0.14%
Holding current value
$358,506
Previous $374 Million
6.67%
% of portfolio
0.26%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$769 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$167 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$165 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$112 Million0.05% of portfolio