Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 1,981 shares of QUAL stock, worth $339,662. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,981
Previous 1,913
3.55%
Holding current value
$339,662
Previous $282 Million
15.61%
% of portfolio
0.28%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,285Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.64 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.24 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.4 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.35 Billion0.12% of portfolio