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

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

  • $418 Billion
  • Q3 2025
Number of Shares
132,399
Previous 74,742 77.14%
Holding current value
$3.51 Billion
Previous $1.89 Billion 85.85%
% of portfolio
0.84%
Previous 0.47%

Shares

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

Nov 05, 2025
BUY
N/A
57,657 Added 77.14%
132,399 $3.51 Billion
Q2 2025

Jul 18, 2025
BUY
N/A
74,742 New
74,742 $1.89 Billion
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