Fsr Wealth Management Ltd. ELEVATION SERIES TRUST Transaction History

Fsr Wealth Management Ltd.

  • $77.9 Billion
  • Q2 2025
Number of Shares
87,248
Previous 54,701 59.5%
Holding current value
$2.2 Billion
Previous $1.3 Billion 70.11%
% of portfolio
2.83%
Previous 1.71%

Shares

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

Jul 31, 2025
BUY
N/A
32,547 Added 59.5%
87,248 $2.2 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
54,701 New
54,701 $1.3 Billion
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