Richard W. Paul & Associates, LLC ELEVATION SERIES TRUST Transaction History

Richard W. Paul & Associates, LLC

  • $293 Billion
  • Q3 2025
Number of Shares
244
Previous 165 47.88%
Holding current value
$6.02 Million
Previous $4.08 Million 47.59%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
79 Added 47.88%
244 $6.02 Million
Q2 2025

Aug 12, 2025
BUY
N/A
65 Added 65.0%
165 $4.08 Million
Q4 2024

Feb 05, 2025
BUY
N/A
1 Added 1.01%
100 $2.48 Million
Q3 2024

Oct 17, 2024
BUY
N/A
99 New
99 $2.48 Million
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