Who owns ELEVATION SERIES TRUST?
- Ticker: SOVF
- CUSIP Number: 210322202
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Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold ELEVATION SERIES TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
EverSource Wealth Advisors | 456k | $13M | 0% | Mar 2024 |
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Cornerstone Management | 107k | $3.2M | 0% | Mar 2024 |
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Vident Advisory | 81k | $2.3M | 100% | Dec 2023 |
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ValMark Advisers | 55k | $1.6M | 100% | Mar 2024 |
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Keel Point | 27k | $809k | 123% | Mar 2024 |
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Ronald Blue Trust | 27k | $790k | 100% | Mar 2024 |
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Susquehanna International | 9.1k | $270k | 100% | Mar 2024 |
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UBS Group | 552.00 | $16k | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 100.00 | $3.0k | 0% | Mar 2024 |
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