Number of Shares
1,932
Previous 3,111 37.9%
Holding current value
$100 Million
Previous $162 Million 38.12%
% of portfolio
0.22%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
N/A
-1,179 Reduced 37.9%
1,932 $100 Million
Q3 2024

Oct 31, 2024

BUY
N/A
916 Added 41.73%
3,111 $162 Million
Q2 2024

Aug 05, 2024

BUY
N/A
2,195 New
2,195 $114 Million
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.