Fsr Wealth Management Ltd. ELEVATION SERIES TRUST Transaction History

Fsr Wealth Management Ltd.

  • $85.1 Billion
  • Q4 2025
Number of Shares
215,394
Previous 244,816 12.02%
Holding current value
$5.16 Billion
Previous $6.03 Billion 14.41%
% of portfolio
6.06%
Previous 7.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
N/A
-29,422 Reduced 12.02%
215,394 $5.16 Billion
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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