Elevation Series Trust shares owned by ValMark Advisers
Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Elevation Series Trust
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All positions including Elevation Series Trust held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Elevation Series Trust by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $446k | 15k | 30.75 |
2024-06-30 | $456k | 16k | 28.64 |
2024-03-31 | $1.6M | 55k | 29.75 |