Bos Asset Management, LLC ELEVATION SERIES TRUST Transaction History

Bos Asset Management, LLC

  • $291 Billion
  • Q1 2025
Number of Shares
30,617
Previous 25,300 21.02%
Holding current value
$910 Million
Previous $778 Million 16.93%
% of portfolio
0.31%
Previous 0.28%

Shares

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