Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 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 4,194 shares of SUB stock, worth $441,754. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,194
Previous 3,841
9.19%
Holding current value
$441,754
Previous $408 Million
8.47%
% of portfolio
0.33%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
906Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$820 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$658 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$658 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$369 Million0.03% of portfolio