Elevate Wealth Advisory, Inc Dimensional ETF Tr Inflation P Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,919 shares of DFIP stock, worth $78,487. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,919
Previous 4,928
61.06%
Holding current value
$78,487
Previous $203 Million
61.09%
% of portfolio
0.07%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.5 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.6 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.3 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.6 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio