Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SOVEREIGNS CAPIT
-
Total 13F shares
-
873,968
-
Share change
-
+217,105
-
Total reported value
-
$24,837,705
-
Price per share
-
$29.75
-
Number of holders
-
10
-
Value change
-
+$6,231,462
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) as of Q1 2024
As of 31 Mar 2024,
ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
873,968 shares.
The largest 10 holders included
EverSource Wealth Advisors, LLC, Cornerstone Management, Inc., Vident Advisory, LLC, Valmark Advisers, Inc., Keel Point, LLC, Blue Trust, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, UBS Group AG, Steward Partners Investment Advisory, LLC, and WR Wealth Planners, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.