Shaker Financial Services, LLC Portfolio Holdings
Shaker Financial Services, LLC
- $261 Million
- Q3 2024
Shaker Financial Services, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $261 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Boulder Growth & Income Fund with a value of $10.4M, Sprott Focus Trust Inc. with a value of $7.5M, Nuveen Nasdaq 100 Dynamic Overwrite Fund with a value of $7.14M, Liberty All Star Growth Fund Inc. with a value of $7.05M, and Blackrock Enhanced Capital & Income Fund, Inc. with a value of $6.69M.
Examining the 13F form we can see an increase of $16.5M in the current position value, from $244M to 261M.
Below you can find more details about Shaker Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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