Lgt Financial Advisors LLC Etfis Ser Tr I Virtus Private Transaction History

Lgt Financial Advisors LLC

$39.4 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$20.17 - $22.66 $39,230 - $44,073	-1,945 Closed	0 $0
Q3 2023 Nov 01, 2023	BUY	$20.81 - $22.25 $40,475 - $43,276	1,945 New	1,945 $41.8 Million

Others Institutions Holding VPC

# of Institutions

31

Shares Held

652K

Call Options Held

0

Put Options Held

0

Delta Investment Management, LLC

161K
Shares

$3.3 Million
0.78% of portfolio
Avantax Advisory Services, Inc.

78.1K
Shares

$1.6 Million
0.01% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

47.6K
Shares

$972,555
0.21% of portfolio
Commonwealth Equity Services, LLC

46.7K
Shares

$953,526
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

43.6K
Shares

$890,693
0.0% of portfolio

About ETFIS SER TR I VIRTUS PRIVATE

Ticker VPC
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