Elevate Wealth Advisory, Inc Sells in Q3 2024

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.95K
- 9.45%
$47.0 - $47.84 $91.7K - $93.3K
18.7K $892M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.82K
- 10.46%
$31.05 - $34.29 $87.5K - $96.7K
24.1K $828M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-500
- 90.74%
$60.13 - $68.17 $30.1K - $34.1K
51 $3.45M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.2K
- 7.84%
$41.34 - $43.55 $49.8K - $52.4K
14.2K $612M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-250
- 69.25%
$105.53 - $118.34 $26.4K - $29.6K
111 $13M
DFSB
Dimensional ETF Tr Dimensional
-407
- 30.97%
N/A
907 $48.2M
MSFT
Microsoft Corp

Technology
-1
- 0.14%
$395.15 - $467.56 $395 - $468
705 $303M
SUB
Ishares Short Term National Mu

ETFs
-113
- 2.86%
$104.3 - $106.3 $11.8K - $12K
3.84K $408M
AVLV
American Centy ETF Tr Avantis
-12
- 4.03%
$60.05 - $65.83 $721 - $790
286 $18.8M
DFAE
Dimensional ETF Tr

ETFs
-300
- 2.92%
$24.46 - $27.82 $7.34K - $8.35K
9.97K $273M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-270
- 2.29%
$38.51 - $41.69 $10.4K - $11.3K
11.5K $480M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-294
- 0.68%
$48.06 - $49.39 $14.1K - $14.5K
42.9K $2.12B
DFAU
Dimensional ETF Tr

ETFs
-2.49K
- 4.52%
$35.8 - $39.69 $89K - $98.7K
52.5K $2.08B
KO
Coca Cola CO

Consumer Defensive
-698
- 7.04%
$62.69 - $73.01 $43.8K - $51K
9.22K $667M
VPU
Vanguard Utilities ETF

ETFs
-123
- 5.45%
$146.64 - $174.54 $18K - $21.5K
2.13K $374M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-573
- 4.47%
$87.56 - $95.49 $50.2K - $54.7K
12.3K $1.17B
DFAI
Dimensional ETF Tr

ETFs
-1.02K
- 2.93%
$28.69 - $32.06 $29.2K - $32.7K
33.8K $1.07B
IWD
Ishares Russell 1000 Val ETF

ETFs
-202
- 3.26%
$173.36 - $189.8 $35K - $38.3K
5.99K $1.14B
DFAX
Dimensional ETF Tr
-563
- 1.15%
$24.29 - $27.25 $13.7K - $15.3K
48.5K $1.31B
SO
Southern CO

Utilities
-12
- 0.2%
$77.0 - $90.52 $924 - $1.09K
6.08K $548M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-143
- 0.48%
$59.25 - $65.33 $8.47K - $9.34K
29.4K $1.9B
RTX
Raytheon Technologies Corp

Industrials
-103
- 1.41%
$99.55 - $123.34 $10.3K - $12.7K
7.2K $872M
Dimensional ETF Trust
-27
- 0.03%
N/A
101K $3.1B
CAT
Caterpillar Inc

Industrials
-1
- 0.03%
$316.8 - $391.12 $317 - $391
3.95K $1.54B
IDEV
Ishares Core Msci Intl Develop

ETFs
-335
- 0.53%
$63.46 - $71.43 $21.3K - $23.9K
62.9K $4.46B
EFV
Msci Eafe Value ETF

ETFs
-337
- 0.41%
$51.72 - $57.96 $17.4K - $19.5K
82.6K $4.75B
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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