Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Elevation Series Trust - TrueShares Quarterly Bear Hedge ETF inkluderar Kingdom Financial Group LLC., Signal Advisors Wealth, LLC, Evolution Wealth Management Inc., och Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 167 484 | 49,71 | 4 132 | 48,97 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 22 000 | 543 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16 270 | 74,22 | 401 | 73,59 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 79 198 | 47,00 | 1 954 | 46,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20 415 | 24,68 | 504 | 24,20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 340 | 65,10 | 82 | 64,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 180 252 | 8,13 | 4 447 | 7,60 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 76 922 | 59,87 | 1 898 | 59,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 41 239 | 84,09 | 1 017 | 83,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 54 742 | 72,94 | 1 353 | 70,83 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 165 | 65,00 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 143 | 4 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 13 461 | 21,47 | 334 | 21,98 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 305 249 | 57,73 | 7 531 | 56,97 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14 533 | 359 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 87 586 | 47,49 | 2 161 | 46,74 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 178 983 | 67,44 | 4 416 | 66,67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 618 207 | 50,20 | 64 591 | 49,47 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 58 955 | 70,27 | 1 454 | 69,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 31 561 | 11,16 | 779 | 10,67 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 49 407 | 32,30 | 1 219 | 31,68 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 6 983 | 289,46 | 172 | 290,91 | ||||
| 2025-06-26 | NP | Elevation Series Trust - TrueShares Seasonality Laddered Buffered ETF | 49 974 | 6 054,43 | 1 241 | 6 105,00 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 124 913 | 77,39 | 3 082 | 76,56 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 732 | 67 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 57 683 | 65,47 | 1 423 | 64,70 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 835 | 236,69 | 21 | 233,33 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 173 955 | 40,78 | 4 291 | 40,09 |
