Spire Wealth Management’s Stride LRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,340	Closed	-$497K	–	2417
2025 Q3	$497K	Buy	3,340 +739	+28%	+$108K	0.02%	526
2025 Q2	$378K	Buy	+2,601	New	+$376K	0.01%	575
2024 Q4	–	Sell	-7,669	Closed	-$654K	–	2493
2024 Q3	$654K	Buy	+7,669	New	+$593K	0.02%	462
2023 Q1	–	Sell	-508	Closed	-$16K	–	2543
2022 Q4	$16K	Buy	508 +8	+2%	+$294	﹤0.01%	1458
2022 Q3	$21K	Buy	+500	New	+$20.1K	﹤0.01%	1309
2022 Q1	–	Sell	-54	Closed	-$2K	–	2725
2021 Q4	$2K	Sell	54 -105	-66%	-$3.63K	﹤0.01%	2780
2021 Q3	$6K	Buy	+159	New	+$5.22K	﹤0.01%	2239
2021 Q2	–	Sell	-37	Closed	-$1K	–	2804
2021 Q1	$1K	Buy	+37	New	+$961	﹤0.01%	2941

Other funds holding LRN

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return