Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024
Number of Shares
100,702
Previous 94,548 6.51%
Holding current value
$2.91 Billion
Previous $2.84 Billion 2.67%
% of portfolio
2.36%
Previous 2.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
N/A
6,154 Added 6.51%
100,702 $2.91 Billion
Q1 2024

May 02, 2024
BUY
N/A
14,679 Added 18.38%
94,548 $2.84 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
79,869 New
79,869 $2.16 Billion
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