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Independent Financial Group’s LifeVantage LFVN Stock Holding History

Independent Financial Group’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,825
Closed -$167K – 1204
2024
Q3 		$167K Sell
13,825
-2,822
-17% -$23.4K 0.01% 1089
2024
Q2 		$107K Buy
+16,647
New +$113K ﹤0.01% 1053

Other funds holding LFVN

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CM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's LFVN Position: Q4 2024 in Review

Independent Financial Group sold out of LifeVantage (LFVN) in Q4 2024, closing a stake of 13,825 shares — an estimated $167K sold.

Independent Financial Group first reported a position in LFVN in Q2 2024 and held it in 2 quarters. The position peaked at $167K in Q3 2024. 78 funds tracked by Wall St. Rank hold LFVN as of Q4 2024.

  • Independent Financial Group reported no remaining LifeVantage position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 13,825 LifeVantage shares in Q4 2024, an estimated $167K.
  • Independent Financial Group first reported a position in LifeVantage in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's LifeVantage position peaked at $167K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held LifeVantage as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.