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

Lgt Financial Advisors LLC

$32.7 Billion
Q1 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

30

Shares Held

686K

Call Options Held

0

Put Options Held

0

Delta Investment Management, LLC

145K
Shares

$3.01 Million
0.8% of portfolio
Avantax Advisory Services, Inc.

86.8K
Shares

$1.8 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

67.3K
Shares

$1.4 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

50.9K
Shares

$1.05 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

39.2K
Shares

$812,222
0.0% of portfolio

About ETFIS SER TR I VIRTUS PRIVATE

Ticker VPC
Sector ETFs
Industry ETFs

Track This Portfolio

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.