Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
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 4,800 shares of SUB stock, worth $509,616. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,194
14.45%
Holding current value
$509,616
Previous $442 Million
14.57%
% of portfolio
0.36%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
929Shares Held
83.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.03MShares$746 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$698 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$560 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$351 Million0.03% of portfolio