Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025
Number of Shares
585
Previous 374 56.42%
Holding current value
$31.9 Million
Previous $20 Million 59.52%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
211 Added 56.42%
585 $31.9 Million
Q1 2025

May 14, 2025
BUY
N/A
374 New
374 $20 Million
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