Able Wealth Management LLC ELEVATION SERIES TRUST Transaction History

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025
Number of Shares
9,245
Previous 7,087 30.45%
Holding current value
$266 Million
Previous $204 Million 30.58%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 14, 2025
BUY
N/A
2,158 Added 30.45%
9,245 $266 Million
Q2 2025

Aug 06, 2025
BUY
N/A
7,087 New
7,087 $204 Million
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