Elevate Wealth Advisory, Inc Ishares Core S&P Sm Cap ETF Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 111 shares of IJR stock, worth $12,942. This represents 0.01% of its overall portfolio holdings.
Number of Shares
111
Previous 361
69.25%
Holding current value
$12,942
Previous $38.5 Million
66.28%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio