Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / TRUSHARES BULL
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
1,554,347
-
Shares change
-
+215,453
-
Total reported value, excl. options
-
$38,429,616
-
Value change
-
+$5,317,455
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Number of buys
-
17
-
Number of sells
-
6
-
Price
-
$24.72
Institutional Holders of ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) as of Q4 2024
As of 31 Dec 2024 ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) had 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,554,347 shares of stock of the company.
Largest 10 holders included AE Wealth Management LLC, Lloyd Advisory Services, LLC., Mid-American Wealth Advisory Group, Inc., B.O.S.S. Retirement Advisors, LLC, FSR Wealth Management Ltd., Elevated Capital Advisors, LLC, HOWARD BAILEY SECURITIES, LLC, SMART Wealth LLC, Outlook Wealth Advisors, LLC, and Great Lakes Retirement, Inc..
This table shows 31 institutional shareholders of the security as of 31 Dec 2024.
| 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.