Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

LSI Industries shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of LSI Industries (LYTS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in LSI Industries

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All positions including LSI Industries held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in LSI Industries by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 72k 15.12

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding LSI Industries

Systematic Financial Management
Dimensional Fund Advisors
Vanguard Group
AltraVue Capital
Wealthtrust Axiom
Royce & Associates
Wellington Management Company
G2 Investment Partners Management
Legato Capital Management
North Star Investment Management
Pinnacle Financial Partners
Hillsdale Investment Management
First Eagle Investment Management
Kennedy Capital Management
Essex Investment Management

View all funds holding LSI Industries