Lake Street Advisors Group, LLC Portfolio Holdings
Lake Street Advisors Group, LLC
- $2.05 Billion
- Q2 2024
Lake Street Advisors Group, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.05 Billion distributed in 624 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 $122M, Vanguard Ftse Emerging Mkts Et with a value of $97.2M, Vanguard Ftse Developed Market with a value of $95M, Vanguard Index Fds S&P 500 ETF with a value of $93.9M, and Ishares Trishares 0 3 Mnth Tre with a value of $90.7M.
Examining the 13F form we can see an decrease of $61M in the current position value, from $2.11B to 2.05B.
Below you can find more details about Lake Street Advisors Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 624
- Current Value $2.05 Billion
- Prior Value $2.11 Billion
- Filing
- Period Q2 2024
- Filing Date August 05, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 29 stocks
- Additional Purchases 215 stocks
- Sold out of 0 stocks
- Reduced holdings in 263 stocks