Life Wealth Investments, LLC ELEVATION SERIES TRUST Transaction History

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Number of Shares
23,134
Previous 21,220 9.02%
Holding current value
$589 Million
Previous $528 Million 11.56%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Jul 30, 2025
BUY
N/A
1,914 Added 9.02%
23,134 $589 Million
Q1 2025

Apr 21, 2025
BUY
N/A
9,360 Added 78.92%
21,220 $528 Million
Q4 2024

Feb 26, 2025
BUY
N/A
11,860 New
11,860 $293 Million
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