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Ishares Tr Global Reit Etf shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr Global Reit Etf (REET) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Ishares Tr Global Reit Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Global Reit Etf held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Global Reit Etf by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $68k 2.9k 23.25
2024-03-31 $64k 2.7k 23.68
2023-12-31 $65k 2.7k 24.18

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr Global Reit Etf

BlackRock
ValMark Advisers
BlackRock
Northwestern Mutual Wealth Management Company
Hsbc Holdings
M^T Bank Corporation
Morgan Stanley
Oxford Financial
Savant Capital Management
Partners Capital Investment Group
SageView Advisory Group
HighTower Advisors
Heritage Investment Group
Goldman Sachs Group
PDS Planning

View all funds holding Ishares Tr Global Reit Etf