Who owns ELEVATION SERIES TRUST?
- Ticker: SOVF
- CUSIP Number: 210322202
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Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Elevation Series Trust stock
Who bought or sold ELEVATION SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| EverSource Wealth Advisors | 456k | $13M | 100% | Dec 2023 |
|
| Cornerstone Management | 107k | $3.0M | 100% | Dec 2023 |
|
| Vident Advisory | 81k | $2.3M | 100% | Dec 2023 |
|
| Keel Point | 27k | $809k | 123% | Mar 2024 |
|
| Steward Partners Investment Advisory | 100.00 | $2.8k | 100% | Dec 2023 |
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