Elevation Capital Advisory, LLC Ishares Tr Ishares Morningstar Transaction History
Elevation Capital Advisory, LLC
- $250 Billion
- Q3 2025
A detailed history of Elevation Capital Advisory, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 222,062 shares of IYLD stock, worth $4.75 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
222,062Holding current value
$4.75 Million% of portfolio
1.89%Shares
2 transactions
Others Institutions Holding IYLD
# of Institutions
60Shares Held
1.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA69KShares$1.48 Million0.03% of portfolio
-
Kestra Advisory Services, LLC59.1KShares$1.27 Million0.01% of portfolio