Valmark Advisers, Inc. ELEVATION SERIES TRUST Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Number of Shares
18,984
Previous 17,179 10.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
N/A
1,805 Added 10.51%
18,984 $0
Q2 2025

Jul 23, 2025
SELL
N/A
-164 Reduced 0.95%
17,179 $0
Q1 2025

Apr 22, 2025
BUY
N/A
2,839 Added 19.57%
17,343 $0
Q4 2024

Jan 30, 2025
BUY
N/A
14,504 New
14,504 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-39,226 Reduced 71.14%
15,917 $0
Q1 2024

May 03, 2024
BUY
N/A
55,143 New
55,143 $0
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