Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
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 2,928 shares of QUAL stock, worth $518,431. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,928
Previous 2,813
4.09%
Holding current value
$518,431
Previous $501 Million
0.1%
% of portfolio
0.35%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,597Shares Held
241MCall Options Held
22.8KPut Options Held
10.7K-
Envestnet Asset Management Inc31.9MShares$5.64 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.22 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.69 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.32 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.29 Billion0.66% of portfolio