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

$8.41 Million
1.91% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$7.5 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

123K
Shares

$3.51 Million
0.15% of portfolio
Financial Architects, Inc Marlton, NJ

68.9K
Shares

$1.96 Million
0.28% of portfolio
Stone X Group Inc.

67.8K
Shares

$1.93 Million
0.18% of portfolio

About CAMBRIA GLOBAL ASSET ALLOCATIO

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