Fsr Wealth Management Ltd. ELEVATION SERIES TRUST Transaction History

Fsr Wealth Management Ltd.

  • $84.5 Billion
  • Q3 2025
Number of Shares
131,940
Previous 87,248 51.22%
Holding current value
$3.5 Billion
Previous $2.2 Billion 58.66%
% of portfolio
4.14%
Previous 2.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
44,692 Added 51.22%
131,940 $3.5 Billion
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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