Larson Financial Group’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Larson Financial Group’s Portfolio SQFTW Stock Details SQFTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,426	Closed	-$206	–	1891
2023 Q4	$206	Hold	3,426	–	–	﹤0.01%	1652
2023 Q3	$116	Sell	3,426 -1,343	-28%	-$47	﹤0.01%	1656
2023 Q2	$209	Hold	4,769	–	–	﹤0.01%	1496
2023 Q1	$198	Hold	4,769	–	–	﹤0.01%	1467
2022 Q4	$262	Hold	4,769	–	–	﹤0.01%	1411
2022 Q3	$1K	Buy	+4,769	New	+$738	﹤0.01%	1248

Other funds holding SQFTW

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's SQFTW Position: Q1 2024 in Review

Larson Financial Group sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q1 2024, closing a stake of 3,426 shares — an estimated $206 sold.

Larson Financial Group first reported a position in SQFTW in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 27 funds tracked by Wall St. Rank hold SQFTW as of Q1 2024.

Larson Financial Group reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q1 2024 after selling out during the quarter.
Larson Financial Group sold 3,426 Presidio Property Trust Inc Series A Warrants shares in Q1 2024, an estimated $206.
Larson Financial Group first reported a position in Presidio Property Trust Inc Series A Warrants in Q3 2022 and held it in 6 quarters.
Larson Financial Group's Presidio Property Trust Inc Series A Warrants position peaked at $1K in Q3 2022.
27 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.