Lvz, Inc. Principal Fds Principal Invt G Transaction History

Lvz, Inc.

$632 Million
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$20.34 - $21.41 $8,583 - $9,035	422 Added 2.99%	14,543 $295,000
Q3 2024 Oct 24, 2024	SELL	$20.27 - $21.55 $51,080 - $54,306	-2,520 Reduced 15.14%	14,121 $302,000
Q2 2024 Jul 24, 2024	SELL	$19.96 - $20.64 $14,670 - $15,170	-735 Reduced 4.23%	16,641 $340,000
Q1 2024 Apr 17, 2024	SELL	$20.42 - $20.96 $98,424 - $101,027	-4,820 Reduced 21.72%	17,376 $358,000
Q4 2023 Jan 23, 2024	SELL	$19.05 - $21.08 $172,421 - $190,795	-9,051 Reduced 28.97%	22,196 $465,000
Q3 2023 Nov 08, 2023	SELL	$19.66 - $20.63 $545,938 - $572,874	-27,769 Reduced 47.05%	31,247 $614,000
Q2 2023 Jul 18, 2023	BUY	$20.29 - $21.13 $1.2 Million - $1.25 Million	59,016 New	59,016 $1.21 Million

Others Institutions Holding IG

# of Institutions

21

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.14M
Shares

$43.5 Million
0.97% of portfolio
Envestnet Asset Management Inc

2.09M
Shares

$42.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

776K
Shares

$15.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$11.9 Million
0.02% of portfolio
Insight Wealth Partners, LLC

173K
Shares

$3.52 Million
0.6% of portfolio

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