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Oliver Lagore Vanvalin Investment Group’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-94
Closed -$2.56K – 860
2023
Q2 		$2.56K Buy
+94
New +$2.37K ﹤0.01% 630

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FDLS Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Inspire Fidelis Multi Factor ETF (FDLS) in Q3 2023, closing a stake of 94 shares — an estimated $2.56K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FDLS in Q2 2023 and held it in 1 quarter. The position peaked at $2.56K in Q2 2023. 11 funds tracked by Wall St. Rank hold FDLS as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Inspire Fidelis Multi Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 94 Inspire Fidelis Multi Factor ETF shares in Q3 2023, an estimated $2.56K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Inspire Fidelis Multi Factor ETF in Q2 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Inspire Fidelis Multi Factor ETF position peaked at $2.56K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.