LSIA
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LaSalle St. Investment Advisors’s Fiserv FI Stock Holding History

LaSalle St. Investment Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,273
Closed -$281K – 331
2025
Q1 		$281K Buy
1,273
+62
+5% +$13.7K 0.07% 228
2024
Q4 		$248K Buy
+1,211
New +$248K 0.08% 227