ELEVATE WEALTH ADVISORY, INC META Holdings History
Number of Shares
1,132.00
Current Holdings Value*
$652,610.00
% of Portfolio
0.46%
Total Estimate Gain
$66,912.52
% of Total Estimate Gain
9.16%
ELEVATE WEALTH ADVISORY, INC's Meta Platforms Inc Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 1,132.00 shares of Meta Platforms Inc(META), totaling $652,610.00. This investment constitutes 0.46% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2025Q1. And since then ELEVATE WEALTH ADVISORY, INC has made 1 purchases of META, at an average price of $645.17, for a total of 1,132.00 shares. Based on historical transaction data and META's current price of $704.28, ELEVATE WEALTH ADVISORY, INC's estimated gain on his META holdings is $66,912.52, reflecting a 9.16% gain to date.
ELEVATE WEALTH ADVISORY, INC META ($704.28) Holding Chart
ELEVATE WEALTH ADVISORY, INC META ($704.28) 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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