LFG
EIC

Larson Financial Group’s Eagle Point Income Co EIC Stock Holding History

Larson Financial Group’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-135
Closed -$2.18K – 2811
2024
Q3 		$2.18K Buy
+135
New +$2.12K ﹤0.01% 1841

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's EIC Position: Q4 2024 in Review

Larson Financial Group sold out of Eagle Point Income Co (EIC) in Q4 2024, closing a stake of 135 shares — an estimated $2.18K sold.

Larson Financial Group first reported a position in EIC in Q3 2024 and held it in 1 quarter. The position peaked at $2.18K in Q3 2024. 25 funds tracked by Wall St. Rank hold EIC as of Q4 2024.

  • Larson Financial Group reported no remaining Eagle Point Income Co position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 135 Eagle Point Income Co shares in Q4 2024, an estimated $2.18K.
  • Larson Financial Group first reported a position in Eagle Point Income Co in Q3 2024 and held it in 1 quarter.
  • Larson Financial Group's Eagle Point Income Co position peaked at $2.18K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.