Lgt Financial Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Lgt Financial Advisors LLC

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Previous $9,000 -0.0%

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10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$26.18 - $26.93 $0 - $0	0 New	0 $9,000
Q1 2025 May 08, 2025	BUY	$25.69 - $26.89 $0 - $0	0 New	0 $9,000
Q4 2024 Feb 14, 2025	SELL	$25.74 - $53.78 $25 - $53	-1 Closed	0 $14,000
Q3 2024 Oct 31, 2024	SELL	$51.58 - $53.79 $35,022 - $36,523	-679 Reduced 99.85%	1 $41,000
Q2 2024 Aug 05, 2024	BUY	$51.1 - $52.24 $15,636 - $15,985	306 Added 81.82%	680 $35.4 Million
Q1 2024 May 02, 2024	SELL	$51.32 - $52.45 $14,677 - $15,000	-286 Reduced 43.33%	374 $19.5 Million
Q4 2023 Feb 12, 2024	SELL	$49.69 - $52.46 $64,547 - $68,145	-1,299 Reduced 66.31%	660 $34.4 Million
Q3 2023 Nov 01, 2023	BUY	$50.37 - $52.48 $10,829 - $11,283	215 Added 12.33%	1,959 $98.9 Million
Q2 2023 Aug 14, 2023	BUY	$52.18 - $54.02 $521 - $540	10 Added 0.58%	1,744 $91.4 Million
Q4 2022 Feb 14, 2023	BUY	$51.47 - $53.83 $89,248 - $93,341	1,734 New	1,734 $89.8 Million

759

352M

4.7K

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