Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322509
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 1.5M | $38M | 100% | Sep 2024 |
|
| Lloyd Advisory Services | 200k | $5.0M | 100% | Sep 2024 |
|
| B.O.S.S. Retirement Advisors | 98k | $2.5M | 100% | Sep 2024 |
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| Outlook Wealth Advisors | 54k | $1.4M | 100% | Sep 2024 |
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| Howard Bailey Securities | 53k | $1.3M | 100% | Sep 2024 |
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| SMART Wealth | 42k | $1.0M | 100% | Sep 2024 |
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| Elevated Capital Advisors | 32k | $811k | 100% | Sep 2024 |
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| Authentikos Wealth Advisory | 32k | $798k | 100% | Sep 2024 |
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| Jane Street | 26k | $658k | 100% | Sep 2024 |
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| GeoWealth Management | 19k | $475k | 100% | Sep 2024 |
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| Csenge Advisory Group | 17k | $433k | 100% | Sep 2024 |
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| POM Investment Strategies | 6.3k | $158k | 100% | Sep 2024 |
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| Pineridge Advisors | 692.00 | $17k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 124.00 | $3.1k | 100% | Sep 2024 |
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| Richard W. Paul & Associates | 99.00 | $2.5k | 100% | Sep 2024 |
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| Bank of America Corporation | 72.00 | $1.8k | 100% | Sep 2024 |
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