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 $442,718. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,194
Previous 3,841
9.19%
Holding current value
$442,718
Previous $408 Million
8.47%
% of portfolio
0.33%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$822 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$660 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio