Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Elevation Series Trust - TrueShares Seasonality Laddered Buffered Etf inkluderar Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, LifeWealth Investments, LLC, Great Lakes Retirement, Inc., GeoWealth Management, LLC, Outlook Wealth Advisors, LLC, Quest 10 Wealth Builders, Inc., Kingdom Financial Group LLC., Authentikos Wealth Advisory, LLC, Evolution Wealth Management Inc., Park Square Financial Group, LLC, UBS Group AG, Transce3nd, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, Jpmorgan Chase & Co, Global Retirement Partners, LLC, och Pineridge Advisors LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Csenge Advisory Group | 20 092 | 70,01 | 491 | 82,53 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 87 248 | 59,50 | 2 205 | 70,19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 377 | 35 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 31 582 | 798 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 469 919 | 87,42 | 37 142 | 99,90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 24 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 2 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 21 346 | 99,78 | 539 | 113,04 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13 641 | 345 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 | 1 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 56 498 | 36,13 | 1 428 | 45,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 434 | 36 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12 638 | 299 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 126 083 | 3 186 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 74 742 | 1 889 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 28 403 | 718 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 70 236 | 32,58 | 1 775 | 41,35 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9 850 | 249 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 417 | 61 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63 | 2 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 690 | 43 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 943 | 352 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 23 182 | 586 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 9 422 | 238 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 277 | 7 |
