Elevatus Welath Management INVESCO ACTIVELY MANAGED EXC Transaction History

Elevatus Welath Management

  • $176 Billion
  • Q1 2025
Number of Shares
658,360
Previous 440,812 49.35%
Holding current value
$16.8 Billion
Previous $11.3 Billion 48.48%
% of portfolio
9.51%
Previous 3.87%

Shares

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

May 13, 2025
BUY
N/A
217,548 Added 49.35%
658,360 $16.8 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
29,659 Added 7.21%
440,812 $11.3 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-65,251 Reduced 13.7%
411,153 $10.5 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
476,404 New
476,404 $12.2 Billion
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