Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / TRUSHARES BULL
-
Total 13F shares
-
1,554,347
-
Share change
-
+215,453
-
Total reported value
-
$38,429,616
-
Price per share
-
$24.72
-
Number of holders
-
28
-
Value change
-
+$5,317,454
-
Number of buys
-
17
-
Number of sells
-
6
Institutional Holders of ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) as of Q4 2024
As of 31 Dec 2024,
ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,554,347 shares.
The largest 10 holders included
AE Wealth Management LLC, Lloyd Advisory Services, LLC., Mid-American Wealth Advisory Group, Inc., B.O.S.S. Retirement Advisors, LLC, FSR Wealth Management Ltd., Elevated Capital Advisors, LLC, HOWARD BAILEY SECURITIES, LLC, SMART Wealth LLC, Outlook Wealth Advisors, LLC, and Great Lakes Retirement, Inc..
This page lists
28
institutional shareholders reporting positions in this security
for the Q4 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.