Number of Shares
3,340.00
Current Holdings Value*
$516,460.00
% of Portfolio
0.37%
Total Estimate Gain
$12,358.00
% of Total Estimate Gain
2.04%

ELEVATE WEALTH ADVISORY, INC's Alphabet Inc Holding Summary

As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 3,340.00 shares of Alphabet Inc(GOOGL), totaling $516,460.00. This investment constitutes 0.37% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2025Q1. And since then ELEVATE WEALTH ADVISORY, INC has made 1 purchases of GOOGL, at an average price of $181.36, for a total of 3,340.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, ELEVATE WEALTH ADVISORY, INC's estimated gain on his GOOGL holdings is $12,358.00, reflecting a 2.04% gain to date.

ELEVATE WEALTH ADVISORY, INC GOOGL ($185.06) Holding Chart

ELEVATE WEALTH ADVISORY, INC GOOGL ($185.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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