Shaker Financial Services, LLC
Holdings in FT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $126,048 | 15,756 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $126,678 | 15,756 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $540,128 | 70,883 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $258,376 | 34,313 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $374,184 | 51,188 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $303,503 | 40,146 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $264,316 | 38,813 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $292,963 | 44,121 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $155,756 | 23,422 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $259,791 | 40,912 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $329,648 | 48,982 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $551,320 | 77,324 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $744,371 | 110,605 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $196,274 | 31,007 | Shares | Sole | 2022-11-09 |
| 2021-12-31 | $2,240,825 | 264,873 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $1,870,303 | 230,617 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $2,460,501 | 297,162 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $4,034,400 | 537,920 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $3,456,507 | 461,483 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $2,463,568 | 361,227 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $1,132,999 | 170,120 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $913,310 | 149,478 | Shares | Sole | 2020-05-01 |