Shaker Financial Services, LLC
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,158,916 | 179,677 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $944,551 | 152,347 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,243,110 | 207,185 | Shares | Sole | 2025-08-05 |
| 2024-12-31 | $841,699 | 164,074 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $822,613 | 141,100 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,682,499 | 315,666 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $2,421,790 | 446,002 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,984,950 | 389,206 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,699,896 | 368,741 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $645,135 | 125,269 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $304,534 | 60,066 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $510,575 | 93,001 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $211,014 | 47,633 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $406,589 | 75,434 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $519,819 | 75,886 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $299,261 | 41,051 | Shares | Sole | 2022-02-07 |
| 2021-06-30 | $1,649,279 | 206,936 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,535,819 | 208,388 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,088,786 | 140,127 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $1,372,532 | 185,227 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $944,959 | 120,377 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $112,200 | 15,000 | Shares | Sole | 2020-05-01 |