Elevated Capital Advisors, LLC First Tr Exch Trd Fd Viii Firs Transaction History
Elevated Capital Advisors, LLC
- $322 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding DEED
# of Institutions
37Shares Held
2.57MCall Options Held
0Put Options Held
0-
Gds Wealth Management906KShares$18.9 Million1.72% of portfolio
-
Guided Capital Wealth Management, LLC Houston, TX301KShares$6.27 Million5.7% of portfolio
-
New Edge Advisors, LLC New Orleans, LA294KShares$6.13 Million0.04% of portfolio
-
Legacy Cg, LLC Plano, TX239KShares$4.99 Million2.0% of portfolio
-
Raymond James & Associates St Petersburg, FL148KShares$3.09 Million0.0% of portfolio