Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 43,439 shares of VTIP stock, worth $2.17 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
43,439
Previous 42,943
1.16%
Holding current value
$2.17 Million
Previous $2.12 Billion
0.67%
% of portfolio
1.58%
Previous 1.57%
Shares
5 transactions
Others Institutions Holding VTIP
# of Institutions
826Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.05 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$431 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$356 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$340 Million2.21% of portfolio