Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Elevation Series Trust - TrueShares Quarterly Bull Hedge ETF meliputi Kingdom Financial Group LLC., dan Global Retirement Partners, 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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 2,366 | 60 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 36,435 | 112.57 | 914 | 116.08 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 58,293 | 0.58 | 1,483 | 2.92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 967,149 | 0.77 | 24,604 | 3.13 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7,028 | 27.60 | 175 | 27.94 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 69,908 | 1.34 | 1,778 | 3.67 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 23,134 | 9.02 | 589 | 11.57 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 102,271 | 13.97 | 2,602 | 16.64 | ||||
| 2025-06-26 | NP | Elevation Series Trust - TrueShares Seasonality Laddered Buffered ETF | 79,483 | 4,305.93 | 1,975 | 4,388.64 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2,545 | 122.08 | 65 | 128.57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 600 | 200.00 | 15 | 275.00 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9,050 | 230 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,914 | 481 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 16,799 | 39.58 | 427 | 42.81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 55 | 1 | ||||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 134,128 | 152.19 | 3,412 | 158.09 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 312 | 90.24 | 8 | 75.00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 20,587 | 13.45 | 524 | 15.96 |
