Elevate Wealth Advisory, Inc Ishares Semiconductor ETF Transaction History

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 697 shares of SOXX stock, worth $153,744. This represents 0.14% of its overall portfolio holdings.

Number of Shares
697
Previous 600 16.17%
Holding current value
$153,744
Previous $136 Million 26.77%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$198.39 - $259.28 $19,243 - $25,150
97 Added 16.17%
697 $172 Million
Q1 2024

May 02, 2024
BUY
$216.76 - $689.6 $86,704 - $275,840
400 Added 200.0%
600 $136 Million
Q4 2023

Feb 14, 2024
BUY
$438.38 - $581.45 $87,676 - $116,290
200 New
200 $115 Million

Others Institutions Holding SOXX

# of Institutions
797
Shares Held
41.2M
Call Options Held
1.82M
Put Options Held
3.72M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email