13F

Stock

Ishares Tr

Ticker not mapped · held by 1 managers

Reported value

$338.4K

Holders

1

+0 new · −0 exited

Holders’ est. mark

−$3.51K

Price effect on 1 books still in the name

Largest holder

$338.4K

ELEVATION POINT WEALTH PARTNERS, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
ELEVATION POINT WEALTH PARTNERS, LLC5.02K$338.4K−$3.51KCut−$151.9K

Positions as of Q2 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.