Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,003 shares of QUAL stock, worth $357,275. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,003
Previous 1,981
1.11%
Holding current value
$357,275
Previous $326 Million
5.02%
% of portfolio
0.28%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,348Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.44 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio