AWM
LSI

AE Wealth Management’s Life Storage, Inc. LSI Stock Holding History

AE Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,571
Closed -$874K – 2112
2023
Q2 		$874K Sell
6,571
-420
-6% -$55.9K 0.01% 1143
2023
Q1 		$916K Sell
6,991
-101
-1% -$11.7K 0.01% 1083
2022
Q4 		$699K Buy
+7,092
New +$743K 0.01% 1139

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return