B.O.S.S. Retirement Advisors, LLC ELEVATION SERIES TRUST Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $418 Billion
  • Q3 2025
Number of Shares
239,272
Previous 178,983 33.68%
Holding current value
$5.9 Billion
Previous $4.42 Billion 33.52%
% of portfolio
1.41%
Previous 1.11%

Shares

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

Nov 05, 2025
BUY
N/A
60,289 Added 33.68%
239,272 $5.9 Billion
Q2 2025

Jul 18, 2025
BUY
N/A
72,089 Added 67.44%
178,983 $4.42 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
1,111 Added 1.05%
106,894 $2.65 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
7,465 Added 7.59%
105,783 $2.61 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
98,318 New
98,318 $2.46 Billion
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