LS Opportunity Fund AX Holdings History
LS Opportunity Fund's Axos Financial Inc Holding Summary
As of 2026-02-28, VALUED ADVISERS TRUST held 23,000.00 shares of Axos Financial Inc(AX), totaling $2.00 Mil. This investment constitutes 4.4% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0.04% of the outstanding Axos Financial Inc(AX) stock.
The initial trade took place in 2026Q1. And since then LS Opportunity Fund has made 1 purchases of AX, at an average price of $91.41, for a total of 23,000.00 shares. Based on historical transaction data and AX's current price of $95.34, LS Opportunity Fund's estimated gain on his AX holdings is $90,390.00, reflecting a 4.30% gain to date.
LS Opportunity Fund AX ($95.34) Holding Chart
LS Opportunity Fund AX ($95.34) 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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