Shaker Financial Services, LLC Portfolio Holdings
Shaker Financial Services, LLC
- $244 Million
- Q2 2024
Shaker Financial Services, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $244 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 $9.25M, Sprott Focus Trust Inc. with a value of $7.45M, Liberty All Star Growth Fund Inc. with a value of $7.01M, Nuveen Nasdaq 100 Dynamic Overwrite Fund with a value of $5.87M, and Nuveen S&P 500 Buy Write Income Fund with a value of $5.75M.
Examining the 13F form we can see an decrease of $11.9M in the current position value, from $256M to 244M.
Below you can find more details about Shaker Financial Services, LLC portfolio as well as his latest detailed transactions.