Elevate Wealth Advisory, Inc Ishares Core S&P Sm Cap ETF Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 361 shares of IJR stock, worth $41,724. This represents 0.03% of its overall portfolio holdings.
Number of Shares
361
Previous 361
-0.0%
Holding current value
$41,724
Previous $39.1 Million
2.1%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,437Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.9 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.55 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.22 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.92 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.5 Billion0.79% of portfolio