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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
16.5K
New
$37.45 - $44.25 $618K - $730K
16.5K $706M
EFV
Msci Eafe Value ETF

ETFs
6.66K
+ 125.54%
$51.72 - $57.96 $344K - $386K
12K $688M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.43K
+ 52.41%
$54.98 - $59.51 $298K - $323K
15.8K $939M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.71K
+ 26.62%
$89.91 - $101.33 $154K - $174K
8.15K $800M
MFC
Manulife Financial Corp

Financial Services
6.11K
New
$24.13 - $29.63 $147K - $181K
6.11K $180M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.56K
New
$46.5 - $49.42 $165K - $176K
3.56K $175M
DMLP
Dorchester Minerals, L.P.

Energy
5.5K
New
$28.87 - $32.64 $159K - $180K
5.5K $166M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.1K
+ 14.46%
$44.24 - $49.47 $92.9K - $104K
16.6K $823M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.94K
+ 49.4%
$56.04 - $62.99 $109K - $122K
5.86K $359M
QUAL
Ishares Msci Usa Quality Facto

ETFs
481
+ 13.14%
$162.64 - $179.3 $78.2K - $86.2K
4.14K $743M
IVW
Ishares S&P 500 Growth ETF

ETFs
578
+ 6.74%
$84.77 - $97.13 $49K - $56.1K
9.15K $876M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
974
+ 22.0%
$48.51 - $52.86 $47.2K - $51.5K
5.4K $285M
IGRO
Ishares Tr International Divid

ETFs
796
+ 89.64%
$66.7 - $75.25 $53.1K - $59.9K
1.68K $126M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
703
+ 156.92%
$66.31 - $74.08 $46.6K - $52.1K
1.15K $84.5M
Blackrock ETF Trust Ii
916
+ 41.73%
N/A
3.11K $162M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
211
+ 10.16%
$117.9 - $128.2 $24.9K - $27.1K
2.29K $293M
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 0.36%
$294.75 - $326.73 $2.36K - $2.61K
2.26K $738M
Solventum Corp
606
New
N/A
606 $42.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
824
+ 109.43%
$45.87 - $48.53 $37.8K - $40K
1.58K $76.1M
IYR
Ishares Tr

ETFs
18
+ 0.66%
$86.93 - $103.61 $1.56K - $1.86K
2.74K $279M
EMB
Ishares Tr

ETFs
367
+ 39.8%
$87.75 - $93.74 $32.2K - $34.4K
1.29K $121M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
216
+ 14.41%
$100.75 - $111.62 $21.8K - $24.1K
1.72K $187M
IYJ
Ishares Tr

ETFs
5
+ 0.23%
$118.32 - $133.67 $592 - $668
2.22K $297M
Te Connectivity PLC
205
New
N/A
205 $30.9M
XLF
Financial Sector Spdr

ETFs
634
+ 218.62%
$40.84 - $45.74 $25.9K - $29K
924 $41.9M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
403
+ 53.88%
$58.75 - $64.07 $23.7K - $25.8K
1.15K $73.7M
OEF
Ishares S&P 100 ETF

ETFs
75
+ 11.57%
$266.03 - $266.03 $20K - $20K
723 $200M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.45K
New
$16.19 - $23.88 $23.4K - $34.5K
1.45K $27.7M
XLU
Utilities Sector Spdr

ETFs
14
+ 0.68%
$67.67 - $80.78 $947 - $1.13K
2.07K $167M
Ge Healthcare Technologies I
251
+ 1673.33%
N/A
266 $25M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
384
+ 673.68%
$55.51 - $61.51 $21.3K - $23.6K
441 $26.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.16%
$283.28 - $314.39 $567 - $629
1.23K $386M
JPIE
J P Morgan Exchange Traded Fd
438
+ 75.39%
$45.17 - $46.39 $19.8K - $20.3K
1.02K $47.3M
HEZU
Ishares Currency Hedged Msci E

ETFs
528
New
$33.46 - $37.07 $17.7K - $19.6K
528 $19.4M
JPHY
Jp Morgan High Yield Research

ETFs
384
+ 62.34%
N/A
1K $47.4M
Ferguson Enterprises Inc
96
New
N/A
96 $19.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
38
+ 0.88%
$92.63 - $105.69 $3.52K - $4.02K
4.34K $452M
LQD
Ishares Iboxx $ Investment Gra

ETFs
96
+ 8.89%
$106.11 - $113.72 $10.2K - $10.9K
1.18K $133M
ICVT
Ishares Tr Convertible Bond Et

ETFs
164
+ 45.3%
$77.24 - $83.67 $12.7K - $13.7K
526 $44.1M
UL
Unilever PLC

Consumer Defensive
5
+ 0.34%
$54.7 - $65.59 $274 - $328
1.47K $95.4M
AEP
American Electric Power CO Inc

Utilities
6
+ 0.63%
$87.11 - $104.95 $523 - $630
964 $99M
CAR
Avis Budget Group, Inc.

Industrials
168
New
$67.43 - $112.13 $11.3K - $18.8K
168 $14.7M
LPI
Laredo Petroleum, Inc.

Energy
524
New
N/A
524 $14.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
162
+ 182.02%
$128.47 - $280.94 $20.8K - $45.5K
251 $38.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.4%
$79.92 - $88.19 $559 - $617
1.75K $154M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
219
+ 18.22%
$44.83 - $47.42 $9.82K - $10.4K
1.42K $67M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
292
+ 91.25%
$35.97 - $41.58 $10.5K - $12.1K
612 $24.8M
IEV
Ishares Tr Europe ETF

ETFs
214
New
$53.25 - $58.78 $11.4K - $12.6K
214 $12.5M
IFRA
Ishares Tr

ETFs
128
+ 9.83%
$41.55 - $46.97 $5.32K - $6.01K
1.43K $67.3M
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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