IAA
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Independent Advisor Alliance’s LifeMD LFMD Stock Holding History

Independent Advisor Alliance’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,345
Closed -$53.7K – 678
2023
Q2 		$53.7K Hold
12,345
– – ﹤0.01% 648
2023
Q1 		$21K Hold
12,345
– – ﹤0.01% 657
2022
Q4 		$24 Hold
12,345
– – ﹤0.01% 411
2022
Q3 		$24K Hold
12,345
– – ﹤0.01% 618
2022
Q2 		$25K Hold
12,345
– – ﹤0.01% 607
2022
Q1 		$44K Hold
12,345
– – ﹤0.01% 646
2021
Q4 		$48K Buy
+12,345
New +$58.3K ﹤0.01% 657

Other funds holding LFMD

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independent Advisor Alliance's LFMD Position: Q3 2023 in Review

Independent Advisor Alliance sold out of LifeMD (LFMD) in Q3 2023, closing a stake of 12,345 shares — an estimated $53.7K sold.

Independent Advisor Alliance first reported a position in LFMD in Q4 2021 and held it in 7 quarters. The position peaked at $53.7K in Q2 2023. 62 funds tracked by Wall St. Rank hold LFMD as of Q3 2023.

  • Independent Advisor Alliance reported no remaining LifeMD position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,345 LifeMD shares in Q3 2023, an estimated $53.7K.
  • Independent Advisor Alliance first reported a position in LifeMD in Q4 2021 and held it in 7 quarters.
  • Independent Advisor Alliance's LifeMD position peaked at $53.7K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held LifeMD as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.