Elevate Wealth Advisory, Inc Dimensional ETF Tr Emerging Mk Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,708 shares of DFEV stock, worth $182,524. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,708
Previous 6,708
-0.0%
Holding current value
$182,524
Previous $191 Million
7.91%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
182Shares Held
21.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$67.6 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.7 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.9 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$22 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.9 Million0.01% of portfolio