Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SOVEREIGNS CAPIT
-
Total 13F shares
-
1,032,103
-
Share change
-
+158,135
-
Total reported value
-
$31,146,496
-
Price per share
-
$28.64
-
Number of holders
-
12
-
Value change
-
+$4,723,838
-
Number of buys
-
7
-
Number of sells
-
3
Institutional Holders of ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) as of Q2 2024
As of 30 Jun 2024,
ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,032,103 shares.
The largest 10 holders included
EverSource Wealth Advisors, LLC, Cornerstone Management, Inc., Vident Advisory, LLC, Keel Point, LLC, CreativeOne Wealth, LLC, Blue Trust, Inc., AIFG Consultants Ltd., Valmark Advisers, Inc., Arete Wealth Advisors, LLC, and Atria Investments, Inc.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 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.