Lake Street Financial LLC Purchases in Q3 2024

Lake Street Financial LLC

  • $600 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
1.12K
+ 1.9%
$39.52 - $51.92 $44.2K - $58K
60K $3M
VXF
Vanguard Extended Market ETF

ETFs
521
+ 18.84%
$163.98 - $182.92 $85.4K - $95.3K
3.29K $598K
IQLT
Ishares Msci Intl Quality Fact

ETFs
302
+ 0.7%
$37.37 - $41.82 $11.3K - $12.6K
43.7K $1.81M
CEG
Constellation Energy Corp

Utilities
21
+ 1.4%
$167.08 - $262.86 $3.51K - $5.52K
1.52K $394K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.29K
+ 17.08%
$45.87 - $48.53 $59.3K - $62.7K
8.87K $427K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
545
+ 3.22%
$42.22 - $48.62 $23K - $26.5K
17.5K $811K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.53K
+ 7.82%
$29.08 - $31.84 $44.4K - $48.6K
21K $665K
AMGN
Amgen Inc

Healthcare
171
+ 10.12%
$309.38 - $337.38 $52.9K - $57.7K
1.86K $599K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.05%
$179.99 - $201.6 $360 - $403
3.71K $745K
SOUN
Soundhound Ai, Inc.

Technology
11K
New
$3.89 - $6.2 $42.8K - $68.2K
11K $51K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.08%
$149.02 - $167.67 $298 - $335
2.41K $404K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
71
+ 1.21%
$60.13 - $68.17 $4.27K - $4.84K
5.93K $401K
MUST
Columbia ETF Tr I Multi Sector

ETFs
570
+ 0.84%
$20.28 - $20.85 $11.6K - $11.9K
68.5K $1.42M
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.22%
$232.12 - $260.07 $696 - $780
1.35K $352K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.19%
$214.77 - $237.72 $430 - $475
1.06K $251K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.2%
$117.9 - $128.2 $472 - $513
2K $256K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.07%
$218.05 - $243.47 $218 - $243
1.45K $353K
VDC
Vanguard Consumer Staples ETF

ETFs
6
+ 0.57%
$201.77 - $221.32 $1.21K - $1.33K
1.06K $231K
VCIT
Vanguard Intermediate Term Cor

ETFs
3
+ 0.07%
$79.29 - $84.02 $238 - $252
4.04K $338K
GSAT
Globalstar, Inc.

Communication Services
49
+ 0.04%
$1.07 - $1.48 $52.4 - $72.5
117K $145K
TLRY
Tilray Brands, Inc.

Healthcare
3.71K
+ 9.78%
$1.62 - $2.03 $6.01K - $7.53K
41.6K $72K
MBB
Ishares Tr

ETFs
2
+ 0.09%
$90.85 - $96.66 $182 - $193
2.3K $220K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6
+ 0.15%
$63.74 - $73.47 $382 - $441
4.09K $292K
Bank America Corp
50
+ 1.57%
N/A
3.23K $0
P Morgan Exch Traded Fd
542
+ 3.66%
N/A
15.3K $0
Arm Holdings PLC
2.27K
+ 85.29%
N/A
4.94K $0
Amplify ETF Tr
4.18K
New
N/A
4.18K $0
Canopy Growth Corp
14.4K
+ 47.61%
N/A
44.6K $0
Pimco ETF Tr
31.9K
+ 47.74%
N/A
98.7K $0
JPHY
Jp Morgan High Yield Research

ETFs
4.45K
New
N/A
4.45K $0
Jpmorgan Chase Finl CO LLC
950
+ 0.89%
N/A
108K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
747
+ 1.43%
$44.66 - $49.15 $33.4K - $36.7K
53.1K $2.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
12
+ 0.74%
$233.4 - $302.36 $2.8K - $3.63K
1.63K $441K
DVN
Devon Energy Corp

Energy
2.27K
+ 12.61%
$37.87 - $48.65 $85.9K - $110K
20.2K $792K
ADBE
Adobe Inc.

Technology
107
+ 1.45%
$508.13 - $586.55 $54.4K - $62.8K
7.49K $3.88M
AVGO
Broadcom Inc.

Technology
19.4K
+ 776.65%
$136.27 - $1745.86 $2.65M - $33.9M
21.9K $3.78M
FDX
Fedex Corp

Industrials
297
+ 2.2%
$254.64 - $313.52 $75.6K - $93.1K
13.8K $3.77M
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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