Bos Asset Management, LLC ELEVATION SERIES TRUST Transaction History

Bos Asset Management, LLC

  • $313 Billion
  • Q2 2025
Number of Shares
42,252
Previous 30,617 38.0%
Holding current value
$1.27 Billion
Previous $910 Million 40.09%
% of portfolio
0.41%
Previous 0.31%

Shares

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