Elevate Wealth Advisory, Inc Ishares Barclays 0 5 Year Tips Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 72,950 shares of STIP stock, worth $7.33 Million. This represents 5.89% of its overall portfolio holdings.
Number of Shares
72,950
Previous 63,728
14.47%
Holding current value
$7.33 Million
Previous $6.34 Billion
14.54%
% of portfolio
5.89%
Previous 5.52%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
627Shares Held
54.3MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$339 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$159 Million0.01% of portfolio