B.O.S.S. Retirement Advisors, LLC ELEVATION SERIES TRUST Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $345 Billion
  • Q1 2025
Number of Shares
106,894
Previous 105,783 1.05%
Holding current value
$2.65 Billion
Previous $2.61 Billion 1.44%
% of portfolio
0.77%
Previous 0.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
1,111 Added 1.05%
106,894 $2.65 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
7,465 Added 7.59%
105,783 $2.61 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
98,318 New
98,318 $2.46 Billion
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