Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,194 shares of SUB stock, worth $444,689. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,194
Previous 3,841
9.19%
Holding current value
$444,689
Previous $408 Million
8.47%
% of portfolio
0.33%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
900Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$826 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$663 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$662 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$372 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$284 Million0.38% of portfolio