Elevate Wealth Advisory, Inc Ishares Tr Core Aggressive All Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 200 shares of AOA stock, worth $15,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 175 14.29%
Holding current value
$15,562
Previous $13.1 Million 20.59%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$72.11 - $79.05 $1,802 - $1,976
25 Added 14.29%
200 $15.8 Million
Q2 2024

Aug 12, 2024
SELL
$70.02 - $75.08 $79,752 - $85,516
-1,139 Reduced 86.68%
175 $13.1 Million
Q1 2024

May 02, 2024
SELL
$67.75 - $73.5 $2,845 - $3,087
-42 Reduced 3.1%
1,314 $96.5 Million
Q4 2023

Feb 14, 2024
BUY
$60.96 - $69.28 $82,661 - $93,943
1,356 New
1,356 $93.6 Million

Others Institutions Holding AOA

# of Institutions
340
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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