Elevate Wealth Advisory, Inc Ishares Msci Usa Min Vol Facto Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 14,451 shares of USMV stock, worth $1.3 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
14,451
Previous 14,475
0.17%
Holding current value
$1.3 Million
Previous $1.21 Billion
0.29%
% of portfolio
0.98%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,253Shares Held
204MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.91 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.44 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$922 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$883 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$540 Million1.63% of portfolio