ELEVATION SERIES TRUST - SRH US QLTY GARP (SRHQ)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SRH US QLTY GARP
Total 13F shares
4,384,735
Share change
+395,099
Total reported value
$163,152,464
Price per share
$37.21
Number of holders
3
Value change
+$14,701,317
Number of buys
2
Number of sells
1

Institutional Holders of ELEVATION SERIES TRUST - SRH US QLTY GARP (SRHQ) as of Q4 2024

As of 31 Dec 2024, ELEVATION SERIES TRUST - SRH US QLTY GARP (SRHQ) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,384,735 shares. The largest 3 holders included SRH ADVISORS, LLC, CITADEL ADVISORS LLC, and GOLDMAN SACHS GROUP INC. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.