Significant Wealth Partners LLC ELEVATION SERIES TRUST Transaction History

Significant Wealth Partners LLC

  • $205 Billion
  • Q3 2025
Number of Shares
6,255,844
Previous 6,466,934 3.26%
Holding current value
$140 Billion
Previous $147 Billion 4.99%
% of portfolio
68.26%
Previous 72.22%

Shares

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

Nov 03, 2025
SELL
N/A
-211,090 Reduced 3.26%
6,255,844 $140 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
6,466,934 New
6,466,934 $147 Billion
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