Elevate Wealth Advisory, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 17,850 shares of VTEB stock, worth $897,319. This represents 0.65% of its overall portfolio holdings.
Number of Shares
17,850
Previous 16,828
6.07%
Holding current value
$897,319
Previous $825 Million
8.32%
% of portfolio
0.65%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
604MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio