Elevate Wealth Advisory, Inc Sells in Q2 2024

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-5.75K
- 14.17%
$28.93 - $30.91 $166K - $178K
34.8K $1.03B
EFV
Msci Eafe Value ETF

ETFs
-384
- 0.46%
$52.34 - $56.41 $20.1K - $21.7K
83K $4.4B
AVLV
American Centy ETF Tr Avantis
-1.59K
- 84.21%
$60.74 - $64.14 $96.5K - $102K
298 $18.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-743
- 5.47%
$85.39 - $90.42 $63.4K - $67.2K
12.8K $1.13B
AOA
Ishares Tr Core Aggressive All

ETFs
-1.14K
- 86.68%
$70.02 - $75.08 $79.8K - $85.5K
175 $13.1M
DFAU
Dimensional ETF Tr

ETFs
-3.66K
- 6.25%
$34.53 - $37.67 $127K - $138K
55K $2.06B
IWD
Ishares Russell 1000 Val ETF

ETFs
-282
- 4.36%
$169.4 - $179.05 $47.8K - $50.5K
6.19K $1.08B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-175
- 0.59%
$57.42 - $62.37 $10K - $10.9K
29.5K $1.77B
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.9K
- 11.54%
$26.23 - $28.56 $49.8K - $54.2K
14.6K $392M
ITA
Ishares Tr

ETFs
-317
- 38.52%
$127.05 - $137.39 $40.3K - $43.6K
506 $66.8M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-410
- 11.43%
$67.82 - $72.36 $27.8K - $29.7K
3.18K $220M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.16K
- 2.62%
$47.74 - $48.54 $55.6K - $56.5K
43.2K $2.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-472
- 2.98%
$40.79 - $41.97 $19.3K - $19.8K
15.4K $638M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-32
- 39.51%
$455.1 - $504.28 $14.6K - $16.1K
49 $24.8M
VPU
Vanguard Utilities ETF

ETFs
-193
- 7.88%
$136.04 - $157.94 $26.3K - $30.5K
2.26K $337M
AVUS
American Centy ETF Tr Avantis

ETFs
-150
- 5.53%
$84.59 - $90.63 $12.7K - $13.6K
2.56K $231M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-39
- 11.14%
$95.11 - $97.92 $3.71K - $3.82K
311 $30.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-58
- 4.62%
$46.84 - $47.46 $2.72K - $2.75K
1.2K $56.7M
AOR
Ishares Tr Core Growth Allocat

ETFs
-80
- 1.25%
$53.33 - $56.61 $4.27K - $4.53K
6.34K $357M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-24
- 0.17%
$79.92 - $84.63 $1.92K - $2.03K
14.5K $1.21B
VTI
Vanguard Total Stock Market Et

ETFs
-7
- 0.58%
$245.23 - $269.4 $1.72K - $1.89K
1.21K $324M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-386
- 0.89%
$53.83 - $59.14 $20.8K - $22.8K
42.8K $2.52B
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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