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Elevation Series Trust shares owned by Rocky Mountain Advisers

Quarter-by-quarter ownership of Elevation Series Trust (SRHR) shares owned by Rocky Mountain Advisers from 13F filings

Historical chart of Rocky Mountain Advisers investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $51M 877k 58.60
2023-12-31 $52M 876k 58.99

More positions owned by Rocky Mountain Advisers

Elevation Series Trust Srh Us Quality (SRHQ)
Elevation Series Trust Srh Reit Covered (SRHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Cohen & Steers infrastucture Fund (UTF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Boulder Growth & Income Fund (STEW)
Microsoft Corporation (MSFT)
Vanguard Group Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rocky Mountain Advisers

Top funds holding Elevation Series Trust

Rocky Mountain Advisers
Citadel Advisors
Jane Street

View all funds holding Elevation Series Trust