Spire Wealth Management’s Leslie's LESL Stock Holding History

Spire Wealth Management’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-765	Closed	-$6.42K	–	2429
2025 Q2	$6.42K	Sell	765 -43	-5%	-$566	﹤0.01%	1871
2025 Q1	$11.9K	Buy	808 +165	+26%	+$5.06K	﹤0.01%	1785
2024 Q4	$28.7K	Sell	643 -135	-17%	-$7.17K	﹤0.01%	1495
2024 Q3	$49.1K	Buy	778 +451	+138%	+$27.8K	﹤0.01%	1138
2024 Q2	$27.4K	Buy	327 +176	+117%	+$17.1K	﹤0.01%	1324
2024 Q1	$19.6K	Sell	151 -13	-8%	-$1.86K	﹤0.01%	1524
2023 Q4	$22.2K	Sell	164 -135	-45%	-$14.9K	﹤0.01%	1493
2023 Q3	$33.8K	Buy	299 +64	+27%	+$8.38K	﹤0.01%	1313
2023 Q2	$44.1K	Buy	235 +108	+85%	+$22.3K	﹤0.01%	1248
2023 Q1	$27.9K	Buy	127 +88	+226%	+$22.9K	﹤0.01%	1479
2022 Q4	$10K	Buy	+39	New	+$10.8K	﹤0.01%	1609
2022 Q1	–	Sell	-62	Closed	-$29K	–	2716
2021 Q4	$29K	Buy	+62	New	+$26.8K	﹤0.01%	1969

Other funds holding LESL

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return