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Shaker Financial Services, LLC → EAD
Shaker Financial Services, LLC EAD Position History
Wells Fargo Advantage Funds - Allspring Income Opportunities Fund • Financial Services
Quarters held
10
Latest value
$1.7M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $1.3M |
| Q4 2025 | $4M |
| Q4 2025 | $1.1M |
| Q1 2026 | $3.7M |
| Q1 2026 | $345K |
| Q2 2026 | $3.9M |
| Q2 2026 | $245K |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 255.7K | — | — |
| Q3 2026 | $2.1M | 352.9K | — | — |
| Q2 2026 | $245K | 37.5K | — | — |
| Q2 2026 | $3.9M | 595.9K | — | — |
| Q1 2026 | $345K | 59.2K | — | — |
| Q1 2026 | $3.7M | 567.6K | — | — |
| Q4 2025 | $1.1M | 186.2K | — | — |
| Q4 2025 | $4M | 586.8K | — | — |
| Q3 2025 | $1.3M | 228.1K | — | — |
| Q3 2025 | $3.6M | 504.0K | — | — |
Other funds holding EAD
$19.7M
$18.6M
$17.6M
$17.2M