Elevation Capital Advisory, LLC MFUL Holdings History
Elevation Capital Advisory, LLC's Mindful Conservative ETF Holding Summary
As of 2025-03-31, Elevation Capital Advisory, LLC held 1.16 Mil shares of Mindful Conservative ETF(MFUL), totaling $25.10 Mil. This investment constitutes 10.95% of their stock portfolio, and Elevation Capital Advisory, LLC now holds 75.95% of the outstanding Mindful Conservative ETF(MFUL) stock.
The initial trade took place in 2024Q2. And since then Elevation Capital Advisory, LLC has made 4 purchases of MFUL, at an average price of $21.28, for a total of 1.16 Mil shares. Based on historical transaction data and MFUL's current price of $21.88, Elevation Capital Advisory, LLC's estimated gain on his MFUL holdings is $694,287.75, reflecting a 2.81% gain to date.
Elevation Capital Advisory, LLC MFUL ($21.88) Holding Chart
Elevation Capital Advisory, LLC MFUL ($21.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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