Fsr Wealth Management Ltd. ELEVATION SERIES TRUST Transaction History

Fsr Wealth Management Ltd.

  • $85.1 Billion
  • Q4 2025
Number of Shares
48,409
Previous 50,097 3.37%
Holding current value
$2.05 Billion
Previous $2.12 Billion 3.54%
% of portfolio
2.4%
Previous 2.51%

Shares

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

Jan 27, 2026
SELL
N/A
-1,688 Reduced 3.37%
48,409 $2.05 Billion
Q3 2025

Oct 29, 2025
BUY
N/A
50,097 New
50,097 $2.12 Billion
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