Elevate Wealth Advisory, Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 39,717 shares of DFNM stock, worth $1.9 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
39,717
Previous 31,786
24.95%
Holding current value
$1.9 Million
Previous $1.54 Billion
23.87%
% of portfolio
1.66%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio