Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 3,954 shares of SUB stock, worth $419,163. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,954
Previous 1,829
116.18%
Holding current value
$419,163
Previous $192 Million
115.83%
% of portfolio
0.34%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$741 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$656 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$640 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio