ELEVATE WEALTH ADVISORY, INC IDEV Holdings History
ELEVATE WEALTH ADVISORY, INC's iShares Core MSCI International Developed Markets ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 78,855.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $5.43 Mil. This investment constitutes 3.85% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.03% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 4 purchases of IDEV, at an average price of $62.41, for a total of 79,190.00 shares. In addition, there have been 1 sales at an average price of $67.83 for 335.00 shares. Based on historical transaction data and IDEV's current price of $75.46, ELEVATE WEALTH ADVISORY, INC's estimated gain on his IDEV holdings is $1.03 Mil, reflecting a 20.86% gain to date.
ELEVATE WEALTH ADVISORY, INC IDEV ($75.46) Holding Chart
ELEVATE WEALTH ADVISORY, INC IDEV ($75.46) 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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