Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Elevation Series Trust - TrueShares Seasonality Laddered Buffered Etf meliputi Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, LifeWealth Investments, LLC, Great Lakes Retirement, Inc., GeoWealth Management, LLC, Outlook Wealth Advisors, LLC, Quest 10 Wealth Builders, Inc., Kingdom Financial Group LLC., Authentikos Wealth Advisory, LLC, Evolution Wealth Management Inc., Park Square Financial Group, LLC, UBS Group AG, Transce3nd, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, Jpmorgan Chase & Co, Global Retirement Partners, LLC, dan Pineridge Advisors LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Csenge Advisory Group | 20,092 | 70.01 | 491 | 82.53 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 87,248 | 59.50 | 2,205 | 70.19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,377 | 35 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 31,582 | 798 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,469,919 | 87.42 | 37,142 | 99.90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 24 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 2 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 21,346 | 99.78 | 539 | 113.04 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13,641 | 345 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 | 1 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 56,498 | 36.13 | 1,428 | 45.17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,434 | 36 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12,638 | 299 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 126,083 | 3,186 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 74,742 | 1,889 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 28,403 | 718 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 70,236 | 32.58 | 1,775 | 41.35 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9,850 | 249 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,417 | 61 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63 | 2 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,690 | 43 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13,943 | 352 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 23,182 | 586 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 9,422 | 238 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 277 | 7 |
