Elevate Wealth Advisory, Inc Ishares Barclays 3 7 Yr Treas Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 698 shares of IEI stock, worth $82,217. This represents 0.06% of its overall portfolio holdings.
Number of Shares
698
Previous 698
-0.0%
Holding current value
$82,217
Previous $83.5 Million
3.39%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
797Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$801 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$754 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$491 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$434 Million0.14% of portfolio