Elevate Wealth Advisory, Inc Ishares Core S&P Total U.S. St Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 108,733 shares of ITOT stock, worth $14.3 Million. This represents 10.43% of its overall portfolio holdings.
Number of Shares
108,733
Previous 107,481
1.16%
Holding current value
$14.3 Million
Previous $13.5 Billion
3.02%
% of portfolio
10.43%
Previous 10.02%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,533Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.26 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.55 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.18 Billion0.41% of portfolio