Fsr Wealth Management Ltd. ELEVATION SERIES TRUST Transaction History

Fsr Wealth Management Ltd.

  • $84.5 Billion
  • Q3 2025
Number of Shares
244,816
Previous 167,484 46.17%
Holding current value
$6.03 Billion
Previous $4.13 Billion 46.0%
% of portfolio
7.14%
Previous 5.31%

Shares

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

Oct 29, 2025
BUY
N/A
77,332 Added 46.17%
244,816 $6.03 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
55,609 Added 49.71%
167,484 $4.13 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
1,467 Added 1.33%
111,875 $2.77 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
110,408 New
110,408 $2.73 Billion
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