Elevate Wealth Advisory, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History
Elevate Wealth Advisory, Inc
- $146 Billion
- Q4 2025
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 44,116 shares of VTIP stock, worth $2.21 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
44,116
Previous 39,479
11.75%
Holding current value
$2.21 Million
Previous $2 Billion
9.16%
% of portfolio
1.49%
Previous 1.45%
Shares
9 transactions
Others Institutions Holding VTIP
# of Institutions
929Shares Held
209MCall Options Held
70KPut Options Held
0-
Jpmorgan Chase & CO New York, NY28.7MShares$1.44 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$873 Million0.28% of portfolio
-
Sei Investments CO Oaks, PA8.58MShares$430 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY8.49MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY7.59MShares$380 Million2.04% of portfolio