M3 Advisory Group, LLC ELEVATION SERIES TRUST Transaction History

M3 Advisory Group, LLC

  • $164 Billion
  • Q4 2025
Number of Shares
19,175
Previous 18,331 4.6%
Holding current value
$697 Million
Previous $667 Million 4.53%
% of portfolio
0.43%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
N/A
844 Added 4.6%
19,175 $697 Million
Q3 2025

Nov 10, 2025
BUY
N/A
1,010 Added 5.83%
18,331 $667 Million
Q2 2025

Jul 25, 2025
BUY
N/A
17,321 New
17,321 $607 Million
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