Lake Street Advisors Group, LLC
CIK Number: 0001724269
2.17B
Market Value
586
# of Holdings
8 months
Avg. Holding Period
72.06%
Win Rate
19.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 Et... | 581.65 | +0.04% | 227.81K | +1.73% | 131.10M | 305.76 | 6.05% | |
| 2 | Ishares Tr | 100.47 | +0.01% | 1.26M | +40.31% | 127.31M | 100.51 | 5.88% | |
| 3 | Vanguard Intl E... | 43.01 | +1.20% | 2.22M | -0.21% | 106.05M | 47.34 | 4.90% | |
| 4 | Vanguard Index ... | 534.79 | +0.04% | 191.64K | +2.09% | 101.44M | 442.75 | 4.68% | |
| 5 | Vanguard Tax-Ma... | 47.57 | +0.35% | 1.90M | -1.14% | 100.34M | 50.14 | 4.63% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.