Lgt Financial Advisors LLC Purchases in Q3 2024

Lgt Financial Advisors LLC

  • $40.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.22%
$66.91 - $81.4 $134 - $163
923 $74.6M
TDW
Tidewater Inc

Energy
164
New
$69.32 - $106.47 $11.4K - $17.5K
164 $11.8M
TPL
Texas Pacific Land Corp

Energy
12
+ 200.0%
$724.86 - $952.13 $8.7K - $11.4K
18 $15.9M
IYW
Ishares Dj Us Tech ETF

ETFs
61
+ 3.45%
$133.16 - $158.73 $8.12K - $9.68K
1.83K $277M
FIX
Comfort Systems Usa Inc

Industrials
19
+ 51.35%
$292.14 - $396.82 $5.55K - $7.54K
56 $21.9M
Six Flags Entertainment Corp
244
New
N/A
244 $9.84M
PRLB
Proto Labs Inc

Industrials
318
New
$27.59 - $34.97 $8.77K - $11.1K
318 $9.34M
VTV
Vanguard Value ETF

ETFs
6
+ 1.17%
$159.75 - $174.57 $959 - $1.05K
520 $90.7M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.6%
$145.48 - $167.38 $436 - $502
501 $81.2M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
78
+ 325.0%
$86.85 - $102.45 $6.77K - $7.99K
102 $10.4M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.19%
$181.06 - $197.17 $181 - $197
518 $102M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
9
+ 0.41%
$56.29 - $62.74 $507 - $565
2.18K $137M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
46
+ 63.89%
$84.66 - $123.5 $3.89K - $5.68K
118 $14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
38
+ 10.11%
$113.45 - $126.18 $4.31K - $4.79K
414 $52.2M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
77
+ 12.5%
$56.88 - $63.65 $4.38K - $4.9K
693 $43.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
34
+ 5.23%
$93.22 - $103.58 $3.17K - $3.52K
684 $70.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
53
New
$113.41 - $125.62 $6.01K - $6.66K
53 $6.66M
SABR
Sabre Corp

Consumer Cyclical
1.71K
New
$2.57 - $3.72 $4.38K - $6.35K
1.71K $6.26M
OLED
Universal Display Corp Pa

Technology
27
+ 122.73%
$157.72 - $236.42 $4.26K - $6.38K
49 $10.3M
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.43%
$135.05 - $148.35 $675 - $742
1.17K $166M
SCHQ
Schwab Strategic Tr Long Term

ETFs
126
+ 57.8%
$32.17 - $35.98 $4.05K - $4.53K
344 $12M
DUOL
Duolingo, Inc.

Technology
6
+ 15.79%
$158.85 - $287.54 $953 - $1.73K
44 $12.4M
XNCR
Xencor Inc

Healthcare
222
New
$15.7 - $21.65 $3.49K - $4.81K
222 $4.46M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
179
New
$23.04 - $24.06 $4.12K - $4.31K
179 $4.3M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3
+ 0.31%
$91.41 - $101.59 $274 - $305
973 $98.8M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3
+ 0.39%
$97.81 - $108.79 $293 - $326
780 $84.8M
AL
Air Lease Corp

Industrials
90
New
$40.73 - $49.94 $3.67K - $4.49K
90 $4.08M
IGM
Ishares Expanded Tech Sector E

ETFs
39
New
$84.03 - $98.62 $3.28K - $3.85K
39 $3.74M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
100
New
$33.97 - $44.17 $3.4K - $4.42K
100 $3.63M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
29
+ 1.07%
$22.51 - $23.92 $653 - $694
2.75K $65.5M
PTEN
Patterson Uti Energy Inc

Energy
459
New
$7.5 - $11.0 $3.44K - $5.05K
459 $3.51M
TTEK
Tetra Tech Inc

Industrials
444
+ 400.0%
$45.59 - $237.74 $20.2K - $106K
555 $26.2M
SEDG
Solaredge Technologies, Inc.

Technology
146
New
$17.85 - $31.65 $2.61K - $4.62K
146 $3.35M
VONV
Vanguard Russell 1000 Value Et

ETFs
40
New
$76.07 - $83.33 $3.04K - $3.33K
40 $3.33M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.34%
$341.08 - $391.94 $341 - $392
299 $115M
PCTY
Paylocity Holding Corp

Technology
18
New
$132.0 - $165.41 $2.38K - $2.98K
18 $2.97M
MTH
Meritage Homes Corp

Consumer Cyclical
10
+ 58.82%
$152.23 - $213.69 $1.52K - $2.14K
27 $5.54M
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.07%
$104.3 - $106.3 $104 - $106
1.49K $159M
LSCC
Lattice Semiconductor Corp

Technology
50
+ 111.11%
$41.64 - $62.95 $2.08K - $3.15K
95 $5.04M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.86%
$179.99 - $201.6 $180 - $202
117 $23.5M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
54
New
$36.95 - $39.81 $2K - $2.15K
54 $2.17M
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.33%
$47.6 - $53.31 $95.2 - $107
613 $32.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8
+ 0.96%
$46.18 - $48.92 $369 - $391
844 $41M
KHC
Kraft Heinz CO

Consumer Defensive
7
+ 1.22%
$31.86 - $36.13 $223 - $253
579 $20.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1
+ 0.19%
$38.03 - $42.06 $38 - $42.1
526 $22M
EMGF
Ishares Msci Emerging Markets

ETFs
36
New
$44.02 - $50.58 $1.58K - $1.82K
36 $1.79M
XLV
Select Sector Spdr Fund Health

ETFs
5
+ 6.1%
$143.3 - $157.24 $717 - $786
87 $13.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.39%
$69.61 - $79.56 $69.6 - $79.6
257 $20.2M
IGF
Ishares Global Infrastructure

ETFs
21
New
$47.97 - $54.56 $1.01K - $1.15K
21 $1.14M
Activity Summary
Buys All Purchases 122 New Holdings 33 Increased Positions 89 Sells All Sells 155 Reductions 153 Sold out 2 Options Calls 0 Puts 0
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