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Larson Financial Group’s Super League Enterprise SLE Stock Holding History

Larson Financial Group’s Portfolio SLE Stock Details SLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$47 – 1895
2023
Q3 		– Hold
0
– – – 1679
2023
Q2 		– Hold
0
– – – 1495
2023
Q1 		– Hold
0
– – – 1445
2022
Q4 		– Hold
0
– – – 1431
2022
Q3 		– Hold
0
– – – 1388
2022
Q2 		– Hold
0
– – – 1144
2022
Q1 		– Hold
0
– – – 996
2021
Q4 		– Hold
0
– – – 1037

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VF
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return