Lgt Financial Advisors LLC Purchases and Sells in Q3 2025

Lgt Financial Advisors LLC

$46.4 Billion
Q3 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	25.2K + 2318.09%	$45.6 - $46.92 $1.15M - $1.18M	26.3K $1.23B
IVE	1.97K + 180.6%	$194.44 - $206.51 $384K - $408K	3.07K $633M
MBB	3.62K + 3811.58%	$92.46 - $95.73 $335K - $347K	3.72K $354M
IVV	163 + 4.41%	$620.67 - $670.08 $101K - $109K	3.86K $2.58B
EFV	2.77K + 15.51%	$62.79 - $68.42 $174K - $190K	20.7K $1.4B
VUSB	5.02K + 251.0%	N/A	7.02K $351M

New Holdings

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHI	12.1K New	$22.45 - $23.2 $272K - $281K	12.1K $280M
OACP	11.1K New	$22.56 - $23.26 $250K - $257K	11.1K $255M
IBD	8.09K New	$23.8 - $24.29 $192K - $196K	8.09K $195M
BLACKROCK ETF TRUST	7.19K New	N/A	7.19K $182M
SCHY	6.33K New	$26.92 - $28.6 $170K - $181K	6.33K $177M
SCHWAB STRATEGIC TR	6.15K New	N/A	6.15K $164M

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-5.51K - 50.28%	$85.01 - $90.35 $468K - $498K	5.45K $487M
SPYV	-4.45K - 32.1%	$52.12 - $55.33 $232K - $246K	9.42K $521M
QLTA	-3.99K - 79.45%	$47.11 - $48.77 $188K - $195K	1.03K $50M
DGRO	-1.85K - 77.88%	$64.12 - $68.08 $118K - $126K	525 $35.7M
VTEB	-2.01K - 59.47%	$48.5 - $50.19 $97.5K - $101K	1.37K $68.6M
VYMI	-1.19K - 83.11%	$79.76 - $85.78 $94.6K - $102K	241 $20.4M

Activity Summary All Purchases 142 New Holdings 51 Increased Positions 91 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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