LFA
LSI

Level Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

Level Financial Advisors’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13
Closed -$1.74K – 301
2023
Q2 		$1.74K Hold
13
– – ﹤0.01% 252
2023
Q1 		$1.71K Hold
13
– – ﹤0.01% 217
2022
Q4 		$1K Hold
13
– – ﹤0.01% 274
2022
Q3 		$1K Hold
13
– – ﹤0.01% 244
2022
Q2 		$1K Hold
13
– – ﹤0.01% 297
2022
Q1 		$2K Hold
13
– – ﹤0.01% 217
2021
Q4 		$2K Buy
+13
New +$1.74K ﹤0.01% 245

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return