Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / TRUESHARES QUART
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
2,127,607
-
Shares change
-
+2,075,079
-
Total reported value, excl. options
-
$53,215,373
-
Value change
-
+$51,901,546
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Number of buys
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16
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Price
-
$25.01
Significant Holders of ELEVATION SERIES TRUST - TRUESHARES QUART (QBER) as of Q3 2024
17 filings reported holding QBER - ELEVATION SERIES TRUST - TRUESHARES QUART as of Q3 2024.
ELEVATION SERIES TRUST - TRUESHARES QUART (QBER) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,127,607 shares
.
Largest 10 shareholders include AE Wealth Management LLC (1,527,546 shares), Lloyd Advisory Services, LLC. (200,234 shares), B.O.S.S. Retirement Advisors, LLC (98,318 shares), Outlook Wealth Advisors, LLC (54,199 shares), HOWARD BAILEY SECURITIES, LLC (52,528 shares), SMART Wealth LLC (41,959 shares), Elevated Capital Advisors, LLC (32,408 shares), Authentikos Wealth Advisory, LLC (31,885 shares), JANE STREET GROUP, LLC (26,300 shares), and GeoWealth Management, LLC (18,988 shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.