Family Wealth Group, LLC ELEVATION SERIES TRUST Transaction History

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025
Number of Shares
34,861
Previous 27,396 27.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
7,465 Added 27.25%
34,861 $0
Q4 2024

May 14, 2025
BUY
N/A
8,755 Added 46.97%
27,396 $0
Q3 2024

Apr 01, 2025
BUY
N/A
3,586 Added 23.82%
18,641 $0
Q3 2024

Nov 14, 2024
BUY
N/A
15,055 New
15,055 $0
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email