Lake Street Advisors Group, LLC Portfolio Holdings
Lake Street Advisors Group, LLC
- $2.13 Billion
- Q3 2024
Lake Street Advisors Group, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.13 Billion distributed in 646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $131M, Ishares Trishares 0 3 Mnth Tre with a value of $127M, Vanguard Ftse Emerging Mkts Et with a value of $106M, Vanguard Index Fds S&P 500 ETF with a value of $101M, and Vanguard Ftse Developed Market with a value of $100M.
Examining the 13F form we can see an increase of $78.5M in the current position value, from $2.05B to 2.13B.
Below you can find more details about Lake Street Advisors Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 646
- Current Value $2.13 Billion
- Prior Value $2.05 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 46 stocks
- Additional Purchases 340 stocks
- Sold out of 0 stocks
- Reduced holdings in 211 stocks