Lake Street Advisors Group, LLC Wisdomtree Floating Rate Treas Transaction History

Lake Street Advisors Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$50.28 - $50.52 $2,614 - $2,627	-52 Reduced 0.3%	17,260 $868,000
Q1 2024 May 13, 2024	BUY	$50.23 - $50.46 $869,581 - $873,563	17,312 New	17,312 $870,000
Q4 2023 May 30, 2024	BUY	$50.21 - $50.49 $3.65 Million - $3.67 Million	72,634 Added 419.56%	89,946 $4.52 Million
Q3 2023 Nov 14, 2023	SELL	$50.28 - $50.51 $2.54 Million - $2.55 Million	-50,483 Reduced 30.92%	112,775 $5.67 Million
Q2 2023 Aug 10, 2023	SELL	$50.23 - $50.5 $24,110 - $24,240	-480 Reduced 0.29%	163,258 $8.22 Million
Q1 2023 May 15, 2023	BUY	$50.21 - $50.41 $8.22 Million - $8.25 Million	163,738 New	163,738 $8.23 Million

530

210M

Get notified when there are updates to the investment portfolio of Lake Street Advisors Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Lake Street Advisors Group, LLC with notifications on news.