Elevate Wealth Advisory, Inc Ishares Msci Usa Min Vol Facto Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 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 17,069 shares of USMV stock, worth $1.58 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
17,069
Previous 15,601 9.41%
Holding current value
$1.58 Million
Previous $1.42 Billion 5.14%
% of portfolio
1.12%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$88.59 - $94.57 $130,050 - $138,828
1,468 Added 9.41%
17,069 $1.5 Billion
Q3 2024

Nov 13, 2024
BUY
$83.76 - $91.82 $96,324 - $105,592
1,150 Added 7.96%
15,601 $1.42 Billion
Q2 2024

Aug 12, 2024
SELL
$79.92 - $84.63 $1,918 - $2,031
-24 Reduced 0.17%
14,451 $1.21 Billion
Q1 2024

May 02, 2024
SELL
$77.86 - $83.58 $11,367 - $12,202
-146 Reduced 1.0%
14,475 $1.21 Billion
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $1.03 Million - $1.15 Million
14,621 New
14,621 $1.14 Billion

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email