Number of Shares
277,113.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
0.92%
Total Estimate Gain
$60,964.86
% of Total Estimate Gain
1.08%

LAKE STREET PRIVATE WEALTH, LLC's Palmer Square Credit Opportunities ETF Holding Summary

As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 277,113.00 shares of Palmer Square Credit Opportunities ETF(PSQO), totaling $5.62 Mil. This investment constitutes 0.92% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 13.65% of the outstanding Palmer Square Credit Opportunities ETF(PSQO) stock.

The initial trade took place in 2025Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 1 purchases of PSQO, at an average price of $20.35, for a total of 277,113.00 shares. Based on historical transaction data and PSQO's current price of $20.57, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his PSQO holdings is $60,964.86, reflecting a 1.08% gain to date.

LAKE STREET PRIVATE WEALTH, LLC PSQO ($20.57) Holding Chart

LAKE STREET PRIVATE WEALTH, LLC PSQO ($20.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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