Elevate Wealth Advisory, Inc Blackrock Short Maturity Bond Transaction History
Elevate Wealth Advisory, Inc
- $146 Billion
- Q4 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,648 shares of NEAR stock, worth $237,698. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,648Holding current value
$237,698% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding NEAR
# of Institutions
420Shares Held
51MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.52MShares$180 Million0.01% of portfolio
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Morgan Stanley New York, NY3.4MShares$174 Million0.01% of portfolio
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Clearwater Capital Advisors, LLC2.8MShares$143 Million13.44% of portfolio
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Lpl Financial LLC Fort Mill, SC2.8MShares$143 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA2.7MShares$138 Million0.03% of portfolio