Elevate Wealth Advisory, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 3,925 shares of IBDQ stock, worth $98,556. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,925
Previous 3,925
-0.0%
Holding current value
$98,556
Previous $98.5 Million
0.2%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
419Shares Held
94.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.8 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio