Elevate Wealth Advisory, Inc Vanguard Utilities ETF Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 2,133 shares of VPU stock, worth $352,008. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,133
Previous 2,256
5.45%
Holding current value
$352,008
Previous $337 Million
11.14%
% of portfolio
0.28%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$171 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$159 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio