Number of Shares
11
Previous 75 85.33%
Holding current value
$3.84 Million
Previous $25.4 Million 84.89%
% of portfolio
0.01%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

SELL
N/A
-64 Reduced 85.33%
11 $3.84 Million
Q3 2024

Oct 31, 2024

SELL
N/A
-48 Reduced 39.02%
75 $23.5 Million
Q2 2024

Aug 05, 2024

BUY
N/A
123 New
123 $32.8 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.