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Larson Financial Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Larson Financial Group’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-129
Closed -$7.25K – 2833
2024
Q3 		$7.25K Hold
129
– – ﹤0.01% 1592
2024
Q2 		$6.92K Buy
+129
New +$6.59K ﹤0.01% 1363

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

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

Larson Financial Group sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2024, closing a stake of 129 shares — an estimated $7.25K sold.

Larson Financial Group first reported a position in INDY in Q2 2024 and held it in 2 quarters. The position peaked at $7.25K in Q3 2024. 96 funds tracked by Wall St. Rank hold INDY as of Q4 2024.

  • Larson Financial Group reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 129 iShares S&P India Nifty 50 Index Fund shares in Q4 2024, an estimated $7.25K.
  • Larson Financial Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2024 and held it in 2 quarters.
  • Larson Financial Group's iShares S&P India Nifty 50 Index Fund position peaked at $7.25K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2024.

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