Elevate Wealth Advisory, Inc Purchases and Sells in Q3 2024

Elevate Wealth Advisory, Inc

$135 Billion
Q3 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	5.53K + 2.81%	$57.8 - $60.8 $320K - $336K	202K $12.2B
ITOT	2 + 0.0%	$113.41 - $125.62 $227 - $251	107K $13.5B
BSV	4.99K + 3.66%	$76.38 - $78.87 $381K - $394K	141K $11.1B
DFIV	4.22K + 1.85%	$34.66 - $38.38 $146K - $162K	233K $8.85B
VNQ	367 + 0.92%	$82.97 - $98.97 $30.4K - $36.3K	40.1K $3.94B
VTEB	10.3K + 195.26%	$49.93 - $51.15 $512K - $524K	15.5K $793M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDP	10.6K New	$25.04 - $25.21 $267K - $268K	10.6K $268M
CARR	3.01K New	$61.9 - $80.88 $186K - $243K	3.01K $242M
WMT	2.83K New	$66.91 - $81.4 $190K - $231K	2.83K $229M
AFL	1.91K New	$88.52 - $111.8 $169K - $214K	1.91K $214M
BIV	2.62K New	$74.26 - $78.84 $195K - $207K	2.62K $205M
IBTE	8.37K New	$23.88 - $24.01 $200K - $201K	8.37K $201M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	-1.95K - 9.45%	$47.0 - $47.84 $91.7K - $93.3K	18.7K $892M
DFAC	-2.82K - 10.46%	$31.05 - $34.29 $87.5K - $96.7K	24.1K $828M
SCZ	-500 - 90.74%	$60.13 - $68.17 $30.1K - $34.1K	51 $3.45M
DFCF	-1.2K - 7.84%	$41.34 - $43.55 $49.8K - $52.4K	14.2K $612M
IJR	-250 - 69.25%	$105.53 - $118.34 $26.4K - $29.6K	111 $13M
DFSB	-407 - 30.97%	N/A	907 $48.2M

Activity Summary All Purchases 53 New Holdings 10 Increased Positions 43 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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