Life Wealth Investments, LLC ELEVATION SERIES TRUST Transaction History

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Number of Shares
58,955
Previous 34,625 70.27%
Holding current value
$1.45 Billion
Previous $858 Million 69.44%
% of portfolio
0.47%
Previous 0.35%

Shares

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

Jul 30, 2025
BUY
N/A
24,330 Added 70.27%
58,955 $1.45 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
14,624 Added 73.12%
34,625 $858 Million
Q4 2024

Feb 26, 2025
BUY
N/A
20,001 New
20,001 $494 Million
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