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| Name: |
ELEVATE WEALTH ADVISORY INC |
| City: |
ATHENS |
| State: |
GA |
| Zip: |
30606 |
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data |
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| Holdings
Found :
7 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFSU |
Dimensional Us Sustainabili... |
109 |
Closed |
$0.00 |
$0 |
0 |
0% |
-80,000 |
-2,563 |
0 |
N/A |
|
|
DFSE |
Dimensional Emg Mkts Sustai... |
108 |
Closed |
$0.00 |
$0 |
0 |
0% |
-34,000 |
-1,082 |
0 |
N/A |
|
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PG |
Procter & Gamble Co |
107 |
Closed |
$165.33 |
$0 |
0 |
0% |
-1,203,000 |
-8,207 |
0 |
Cleaning Products |
|
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DFSB |
Dfa Dimensional Glbl Sustai... |
113 |
Closed |
$0.00 |
$0 |
0 |
0% |
-18,000 |
-351 |
0 |
N/A |
|
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EMXC |
Ishares Msci Emerging Marke... |
112 |
Closed |
$0.00 |
$0 |
0 |
0% |
-27,000 |
-481 |
0 |
N/A |
|
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VONV |
Vanguard Russell 1000 Value... |
111 |
Closed |
$77.52 |
$0 |
0 |
0% |
-27,000 |
-379 |
0 |
N/A |
|
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DFSI |
Dimensional Intl Sustainabi... |
110 |
Closed |
$0.00 |
$0 |
0 |
0% |
-77,000 |
-2,399 |
0 |
N/A |
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