AWS
LSI

Atria Wealth Solutions’s Life Storage, Inc. LSI Stock Holding History

Atria Wealth Solutions’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
-5,343
Closed -$710K – 2009
2023
Q2 		$710K Sell
5,343
-72
-1% -$9.58K 0.01% 996
2023
Q1 		$710K Buy
5,415
+1,285
+31% +$149K 0.01% 957
2022
Q4 		$407K Sell
4,130
-2,364
-36% -$248K 0.01% 1193
2022
Q3 		$719K Sell
6,494
-1,847
-22% -$227K 0.01% 847
2022
Q2 		$931K Buy
8,341
+3,333
+67% +$411K 0.02% 727
2022
Q1 		$703K Buy
+5,008
New +$674K 0.01% 891

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