Elevate Wealth Advisory, Inc Purchases and Sells in Q1 2024

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
15.6K
+ 18.32%
$103.16 - $115.3 $1.61M - $1.8M
101K $11.6B
30.9K
+ 17.51%
$33.15 - $36.75 $1.02M - $1.14M
207K $7.62B
11.5K
+ 27.7%
$49.45 - $54.43 $568K - $625K
53K $2.88B
7.58K
+ 15.64%
$61.63 - $67.27 $467K - $510K
56K $3.76B
DIMENSIONAL ETF TRUST
14.7K
+ 18.38%
N/A
94.5K $2.84B
6.09K
+ 10.57%
$98.36 - $99.47 $599K - $606K
63.7K $6.34B
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
402
New
$475.69 - $950.02 $191K - $382K
402 $364M
823
New
$119.3 - $131.93 $98.2K - $109K
823 $109M
81
New
$429.43 - $481.35 $34.8K - $39K
81 $39.2M

Top Sells

Reduced Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
-9.51K
- 4.95%
$58.07 - $59.52 $552K - $566K
183K $10.7B
-26.1K
- 30.83%
$32.59 - $36.54 $852K - $955K
58.6K $2.14B
-7.03K
- 34.12%
$82.87 - $90.44 $582K - $636K
13.6K $1.23B
-17.9K
- 30.57%
$27.74 - $30.27 $496K - $541K
40.6K $1.23B
-5.55K
- 74.63%
$56.46 - $64.26 $313K - $357K
1.89K $121M
-482
- 5.47%
$169.0 - $195.18 $81.5K - $94.1K
8.32K $1.43B
View all
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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