Camelot Portfolios, LLC Cambria Global Asset Allocatio Transaction History

Camelot Portfolios, LLC

$107 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$28.24 - $29.14 $2,598 - $2,680	92 New	92 $2,000
Q3 2018 Nov 13, 2018	SELL	N/A	-7,801 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	7,801 New	7,801 $209,000

Others Institutions Holding GAA

# of Institutions

22

Shares Held

954K

Call Options Held

0

Put Options Held

0

Austin Wealth Management, LLC Austin, TX

295K
Shares

$8.71 Million
1.91% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$7.76 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

123K
Shares

$3.63 Million
0.15% of portfolio
Financial Architects, Inc Marlton, NJ

68.9K
Shares

$2.03 Million
0.28% of portfolio
Stone X Group Inc.

67.8K
Shares

$2 Million
0.18% of portfolio

About CAMBRIA GLOBAL ASSET ALLOCATIO

Ticker GAA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Camelot Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Camelot Portfolios, LLC with notifications on news.