Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Elevation Series Trust - TrueShares Seasonality Laddered Buffered Etf inkluderer 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, og Pineridge Advisors LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
