Elevation Wealth Partners’s SVB Financial Group SIVB Stock Holding History

Elevation Wealth Partners’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$45	–	447
2023 Q3	$45	Hold	500	–	–	﹤0.01%	326
2023 Q2	$259	Hold	500	–	–	﹤0.01%	328
2023 Q1	$453	Buy	+500	New	+$140K	﹤0.01%	323

Other funds holding SIVB

Financial Synergies Wealth Advisors Houston, Texas $1.05B AUM 19.75% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Accent Capital Management Centerville, Ohio $206M AUM 29.56% 1-Year Est. Return

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return