Number of Shares
31,285
Previous 31,151 0.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
N/A
134 Added 0.43%
31,285 $0
Q2 2024

Aug 05, 2024

SELL
N/A
-266 Reduced 0.85%
31,151 $0
Q1 2024

May 13, 2024

BUY
N/A
1,222 Added 4.05%
31,417 $0
Q4 2023

May 30, 2024

BUY
N/A
76 Added 0.24%
31,493 $0
Q4 2023

Feb 13, 2024

SELL
N/A
-12,643 Reduced 29.51%
30,195 $0
Q3 2023

Nov 14, 2023

BUY
N/A
4,289 Added 11.13%
42,838 $0
Q2 2023

Aug 10, 2023

SELL
N/A
-34 Reduced 0.09%
38,549 $236,000
Q1 2023

May 15, 2023

SELL
N/A
-1,114 Reduced 2.81%
38,583 $255,000
Q4 2022

Feb 13, 2023

BUY
N/A
7,671 Added 23.95%
39,697 $256,000
Q3 2022

Nov 14, 2022

BUY
N/A
32,026 New
32,026 $160,000
Track This Portfolio

Track Lake Street Advisors Group, LLC Portfolio

Follow Lake Street Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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