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ELEVATION WEALTH PARTNERS, LLC → IT

ELEVATION WEALTH PARTNERS, LLC IT Position History

Gartner, Inc. • Technology

Quarters held
3
Latest value
$30K
Q3 2026
Peak value
$30K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6K
Q4 2025$8K
Q3 2026$30K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30K163——
Q4 2025$8K32——
Q3 2025$6K23——

Other funds holding IT

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

ISHARES TR

$36.2M
ETHA

ISHARES TR

$35.9M
ETHA

ISHARES TR

$31.9M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

ISHARES TR

$23M