Elevate Wealth Advisory, Inc DIMENSIONAL ETF TRUST Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024
Number of Shares
94,548
Previous 79,869 18.38%
Holding current value
$2.84 Billion
Previous $2.16 Billion 31.25%
% of portfolio
2.47%
Previous 1.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
N/A
14,679 Added 18.38%
94,548 $2.84 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
79,869 New
79,869 $2.16 Billion
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