Fsr Wealth Management Ltd. ELEVATION SERIES TRUST Transaction History

Fsr Wealth Management Ltd.

  • $77.9 Billion
  • Q2 2025
Number of Shares
58,293
Previous 57,954 0.58%
Holding current value
$1.48 Billion
Previous $1.44 Billion 2.93%
% of portfolio
1.9%
Previous 1.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
339 Added 0.58%
58,293 $1.48 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
985 Added 1.73%
57,954 $1.44 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
56,969 New
56,969 $1.41 Billion
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