IFP Advisors’s Lantronix LTRX Stock Holding History

IFP Advisors’s Portfolio LTRX Stock Details LTRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-170	Closed	-$700	–	4515
2024 Q4	$700	Buy	+170	New	+$607	﹤0.01%	3349

Other funds holding LTRX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

IFP Advisors's LTRX Position: Q1 2025 in Review

IFP Advisors sold out of Lantronix (LTRX) in Q1 2025, closing a stake of 170 shares — an estimated $700 sold.

IFP Advisors first reported a position in LTRX in Q4 2024 and held it in 1 quarter. The position peaked at $700 in Q4 2024. 57 funds tracked by Wall St. Rank hold LTRX as of Q1 2025.

IFP Advisors reported no remaining Lantronix position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 170 Lantronix shares in Q1 2025, an estimated $700.
IFP Advisors first reported a position in Lantronix in Q4 2024 and held it in 1 quarter.
IFP Advisors's Lantronix position peaked at $700 in Q4 2024.
57 funds tracked by Wall St. Rank held Lantronix as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.