LVW Advisors’s State Street STT Stock Holding History

LVW Advisors’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$639K	Buy
2025 Q2	$549K	Sell
2025 Q1	$485K	Sell
2024 Q4	$553K	Sell
2024 Q3	$569K	Buy
2024 Q2	$462K	Buy
2024 Q1	$407K	Buy
2023 Q4	$330K	Buy