Elevate Wealth Advisory, Inc Ishares Msci Usa Min Vol Facto Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 14,475 shares of USMV stock, worth $1.22 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
14,475
Previous 14,621
1.0%
Holding current value
$1.22 Million
Previous $1.14 Billion
6.04%
% of portfolio
1.05%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.46 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$800 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$537 Million0.2% of portfolio