Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Elevation Series Trust - TrueShares Quarterly Bear Hedge ETF inkluderer Kingdom Financial Group LLC., Signal Advisors Wealth, LLC, Evolution Wealth Management Inc., og Global Retirement Partners, 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.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
