LRI Investments’s Butterfly Network BFLY Stock Holding History

LRI Investments’s Portfolio BFLY Stock Details BFLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.42K	Hold	1,000	–	–	﹤0.01%	1007
2026 Q1	$4.04K	Hold	1,000	–	–	﹤0.01%	1146
2025 Q4	$3.8K	Hold	1,000	–	–	﹤0.01%	1091
2025 Q3	$1.93K	Hold	1,000	–	–	﹤0.01%	1208
2025 Q2	$2K	Hold	1,000	–	–	﹤0.01%	1170
2025 Q1	$2.28K	Hold	1,000	–	–	﹤0.01%	1093
2024 Q4	$3.12K	Hold	1,000	–	–	﹤0.01%	1015
2024 Q3	$2.56K	Hold	1,000	–	–	﹤0.01%	1045
2024 Q2	$841	Hold	1,000	–	–	﹤0.01%	1105
2024 Q1	$1.08K	Buy	+1,000	New	+$1.07K	﹤0.01%	794

Other funds holding BFLY

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return