Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,829 shares of SUB stock, worth $191,496. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,829
Previous 1,946
6.01%
Holding current value
$191,496
Previous $205 Million
6.66%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
804Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$696 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$624 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$560 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$379 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$264 Million0.4% of portfolio