IHWM
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Iron Horse Wealth Management’s LifeVantage LFVN Stock Holding History

Iron Horse Wealth Management’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
-175
Closed -$2.11K – 519
2024
Q3 		$2.11K Buy
+175
New +$1.45K ﹤0.01% 377

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Dimensional Fund Advisors
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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

Iron Horse Wealth Management's LFVN Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of LifeVantage (LFVN) in Q4 2024, closing a stake of 175 shares — an estimated $2.11K sold.

Iron Horse Wealth Management first reported a position in LFVN in Q3 2024 and held it in 1 quarter. The position peaked at $2.11K in Q3 2024. 78 funds tracked by Wall St. Rank hold LFVN as of Q4 2024.

  • Iron Horse Wealth Management reported no remaining LifeVantage position as of Q4 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 175 LifeVantage shares in Q4 2024, an estimated $2.11K.
  • Iron Horse Wealth Management first reported a position in LifeVantage in Q3 2024 and held it in 1 quarter.
  • Iron Horse Wealth Management's LifeVantage position peaked at $2.11K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held LifeVantage as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.