Bos Asset Management, LLC ELEVATION SERIES TRUST Transaction History

Bos Asset Management, LLC

  • $355 Billion
  • Q3 2025
Number of Shares
43,388
Previous 42,252 2.69%
Holding current value
$1.31 Billion
Previous $1.27 Billion 3.11%
% of portfolio
0.37%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
1,136 Added 2.69%
43,388 $1.31 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
11,635 Added 38.0%
42,252 $1.27 Billion
Q1 2025

May 22, 2025
BUY
N/A
5,317 Added 21.02%
30,617 $910 Million
Q4 2024

Feb 13, 2025
BUY
N/A
798 Added 3.26%
25,300 $778 Million
Q3 2024

Oct 16, 2024
BUY
N/A
24,502 New
24,502 $744 Million
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