Elevate Wealth Advisory, Inc Dimensional ETF Tr Inflation P Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,919 shares of DFIP stock, worth $80,981. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,919
Previous 1,919
-0.0%
Holding current value
$80,981
Previous $79.2 Million
1.01%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86.6 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.1 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.2 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.2 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.9 Million8.75% of portfolio