Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 3,841 shares of SUB stock, worth $406,262. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,841
Previous 3,954
2.86%
Holding current value
$406,262
Previous $413 Million
1.34%
% of portfolio
0.3%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
848Shares Held
69.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio