Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,813 shares of QUAL stock, worth $513,653. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,813
Previous 2,089
34.66%
Holding current value
$513,653
Previous $375 Million
33.72%
% of portfolio
0.38%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,564Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.32 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.08 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.66 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.41 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio