Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / TRUESHARES QUART
-
Total 13F shares
-
4,188,391
-
Share change
-
+445,281
-
Total reported value
-
$103,838,431
-
Price per share
-
$24.79
-
Number of holders
-
33
-
Value change
-
+$11,041,925
-
Number of buys
-
21
-
Number of sells
-
11
Institutional Holders of ELEVATION SERIES TRUST - TRUESHARES QUART (QBER) as of Q1 2025
As of 31 Mar 2025,
ELEVATION SERIES TRUST - TRUESHARES QUART (QBER) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,188,391 shares.
The largest 10 holders included
AE Wealth Management LLC, 49 WEALTH MANAGEMENT, LLC, Lloyd Advisory Services, LLC., Mid-American Wealth Advisory Group, Inc., Authentikos Wealth Advisory, LLC, FSR Wealth Management Ltd., B.O.S.S. Retirement Advisors, LLC, TOUNJIAN ADVISORY PARTNERS, LLC, TrueMark Investments, LLC, and SMART Wealth LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 2025 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.