Richard W. Paul & Associates, LLC ELEVATION SERIES TRUST Transaction History

Richard W. Paul & Associates, LLC

  • $277 Billion
  • Q2 2025
Number of Shares
165
Previous 100 65.0%
Holding current value
$4.08 Million
Previous $2.49 Million 64.01%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
65 Added 65.0%
165 $4.08 Million
Q4 2024

Feb 05, 2025
BUY
N/A
1 Added 1.01%
100 $2.48 Million
Q3 2024

Oct 17, 2024
BUY
N/A
99 New
99 $2.48 Million
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