Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,089 shares of QUAL stock, worth $376,061. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,089
Previous 2,003
4.29%
Holding current value
$376,061
Previous $342 Million
9.54%
% of portfolio
0.28%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio