Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / TRUESHARES QUART
-
Total 13F shares
-
2,127,607
-
Share change
-
+2,075,079
-
Total reported value
-
$53,215,373
-
Price per share
-
$25.01
-
Number of holders
-
17
-
Value change
-
+$51,901,545
-
Number of buys
-
16
Institutional Holders of ELEVATION SERIES TRUST - TRUESHARES QUART (QBER) as of Q3 2024
As of 30 Sep 2024,
ELEVATION SERIES TRUST - TRUESHARES QUART (QBER) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,127,607 shares.
The largest 10 holders included
AE Wealth Management LLC, Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Outlook Wealth Advisors, LLC, HOWARD BAILEY SECURITIES, LLC, SMART Wealth LLC, Elevated Capital Advisors, LLC, Authentikos Wealth Advisory, LLC, JANE STREET GROUP, LLC, and GeoWealth Management, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q3 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.