Elevate Wealth Advisory, Inc Purchases and Sells in Q2 2024

Elevate Wealth Advisory, Inc

$123 Billion
Q2 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	6.66K + 6.61%	$108.78 - $119.23 $725K - $794K	107K $12.8B
STIP	9.22K + 14.47%	$98.69 - $99.57 $910K - $918K	73K $7.26B
BSV	11.4K + 9.08%	$75.81 - $76.76 $861K - $872K	136K $10.5B
VGIT	14.1K + 7.73%	$57.14 - $58.53 $806K - $826K	197K $11.4B
DFIV	20.9K + 10.1%	$35.5 - $38.02 $743K - $796K	228K $8.21B
IEMG	6.76K + 8.6%	$50.02 - $54.95 $338K - $371K	85.4K $4.57B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTNT	12.8K New	$57.94 - $71.32 $741K - $912K	12.8K $771M
VTEB	5.25K New	$49.55 - $50.44 $260K - $265K	5.25K $263M
QQQ	529 New	$414.65 - $485.21 $219K - $257K	529 $254M
AMZN	1.16K New	$173.67 - $197.85 $201K - $229K	1.16K $224M
XOM	1.75K New	$108.36 - $122.2 $190K - $214K	1.75K $202M
DFSB	1.31K New	N/A	1.31K $67.1M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	-5.75K - 14.17%	$28.93 - $30.91 $166K - $178K	34.8K $1.03B
EFV	-384 - 0.46%	$52.34 - $56.41 $20.1K - $21.7K	83K $4.4B
AVLV	-1.59K - 84.21%	$60.74 - $64.14 $96.5K - $102K	298 $18.7M
IUSV	-743 - 5.47%	$85.39 - $90.42 $63.4K - $67.2K	12.8K $1.13B
AOA	-1.14K - 86.68%	$70.02 - $75.08 $79.8K - $85.5K	175 $13.1M
DFAU	-3.66K - 6.25%	$34.53 - $37.67 $127K - $138K	55K $2.06B

Activity Summary All Purchases 52 New Holdings 8 Increased Positions 44 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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