Lgt Financial Advisors LLC Purchases in Q4 2024

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HQY
Healthequity, Inc.

Healthcare
14
+ 22.95%
$78.18 - $104.65 $1.09K - $1.47K
75 $7.2M
BBSC
Jp Morgan Exc Trd Tr Betabuild
31
+ 77.5%
$65.65 - $74.87 $2.04K - $2.32K
71 $4.81M
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 2.9%
$194.8 - $239.43 $390 - $479
71 $15.9M
GLDM
World Gold Trust

ETFs
34
New
$50.76 - $55.23 $1.73K - $1.88K
34 $1.77M
WRB
Berkley W R Corp

Financial Services
1
+ 0.11%
$56.48 - $64.94 $56.5 - $64.9
931 $54.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
5
+ 71.43%
$216.72 - $244.71 $1.08K - $1.22K
12 $2.89M
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 0.23%
$111.39 - $133.28 $111 - $133
433 $48.2M
CBSH
Commerce Bancshares Inc

Financial Services
9
+ 4.52%
$57.04 - $74.36 $513 - $669
208 $13M
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.4%
$87.25 - $95.52 $611 - $669
1.76K $155M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
27
+ 50.0%
$39.02 - $39.88 $1.05K - $1.08K
81 $3.16M
CRVL
Corvel Corp

Financial Services
170
+ 200.0%
$111.26 - $370.61 $18.9K - $63K
255 $28.4M
IYJ
Ishares Tr

ETFs
6
+ 0.27%
$132.97 - $143.93 $798 - $864
2.23K $297M
SABR
Sabre Corp

Consumer Cyclical
90
+ 5.28%
$3.18 - $4.1 $286 - $369
1.8K $6.56M
Ishares Bitcoin Trust ETF
3
+ 50.0%
N/A
9 $467K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2
New
$108.6 - $115.42 $217 - $231
2 $218K
Sunrise Communications Ag
4
New
N/A
4 $172K
ILCV
Ishares Morningstar Value ETF

ETFs
1
New
$80.23 - $85.43 $80.2 - $85.4
1 $81K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1
+ 1.16%
$47.26 - $48.18 $47.3 - $48.2
87 $4.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
60
+ 101.69%
$22.63 - $47.53 $1.36K - $2.85K
119 $2.7M
EWC
Ishares Msci Canada ETF

ETFs
2
+ 1.2%
$39.64 - $43.28 $79.3 - $86.6
168 $6.77M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.85%
$197.36 - $217.3 $197 - $217
118 $23.3M
J P Morgan Exchange Traded F
2
+ 1.29%
N/A
157 $9.43M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6
+ 6.74%
$58.46 - $65.6 $351 - $394
95 $5.56M
IGLB
Ishares 10+ Year Investment Gr

ETFs
2
+ 1.65%
$49.36 - $53.72 $98.7 - $107
123 $6.09M
SCHO
Schwab Short Term Us Treasury

ETFs
256
+ 96.6%
$24.06 - $48.88 $6.16K - $12.5K
521 $12.5M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
3
+ 2.78%
$74.93 - $97.17 $225 - $292
111 $8.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.65%
$106.33 - $110.69 $106 - $111
154 $16.4M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12
+ 0.79%
$23.42 - $24.25 $281 - $291
1.54K $36.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 2.82%
$44.04 - $49.49 $264 - $297
219 $9.63M
PATK
Patrick Industries Inc

Consumer Cyclical
18
+ 50.0%
$82.71 - $146.16 $1.49K - $2.63K
54 $4.49M
RWR
Spdr Dow Jones Reit ETF

ETFs
2
+ 2.02%
$97.84 - $108.61 $196 - $217
101 $9.98M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
1
+ 0.98%
$92.26 - $103.02 $92.3 - $103
103 $9.66M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 2.08%
$114.08 - $125.68 $228 - $251
98 $11.3M
LNT
Alliant Energy Corp

Utilities
1
+ 0.13%
$56.24 - $63.63 $56.2 - $63.6
785 $46.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5
+ 1.95%
$70.63 - $78.23 $353 - $391
262 $18.6M
PSX
Phillips 66

Energy
1
+ 0.94%
$110.35 - $138.93 $110 - $139
107 $12.1M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.74%
$230.6 - $277.0 $231 - $277
137 $32M
HUBB
Hubbell Inc

Industrials
1
+ 0.47%
$418.89 - $472.12 $419 - $472
213 $89M
KHC
Kraft Heinz CO

Consumer Defensive
7
+ 1.21%
$30.1 - $36.02 $211 - $252
586 $18M
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 1.47%
$47.57 - $52.44 $428 - $472
622 $29.8M
VZ
Verizon Communications Inc

Communication Services
10
+ 1.61%
$39.6 - $45.21 $396 - $452
633 $25.3M
POR
Portland General Electric CO

Utilities
1
+ 0.15%
$43.52 - $48.99 $43.5 - $49
679 $29.6M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
12
+ 1.73%
$57.07 - $62.58 $685 - $751
705 $40.2M
LAMR
Lamar Advertising CO

Real Estate
1
+ 0.28%
$121.37 - $138.11 $121 - $138
359 $43.7M
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.55%
$162.69 - $181.35 $2.11K - $2.36K
2.38K $390M
DUK
Duke Energy Corp

Utilities
6
+ 0.85%
$105.76 - $120.76 $635 - $725
714 $76.9M
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.47%
$113.11 - $143.63 $113 - $144
212 $24.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
22
+ 1.91%
$67.29 - $73.38 $1.48K - $1.61K
1.17K $79.6M
ES
Eversource Energy

Utilities
1
+ 0.15%
$55.9 - $67.73 $55.9 - $67.7
680 $39.1M
Activity Summary
Buys All Purchases 215 New Holdings 88 Increased Positions 127 Sells All Sells 80 Reductions 79 Sold out 1 Options Calls 0 Puts 0
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