Number of Shares
7,070
Previous 6,947 1.77%
Holding current value
$242 Million
Previous $200 Million 20.5%
% of portfolio
0.52%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025

BUY
N/A
123 Added 1.77%
7,070 $242 Million
Q2 2025

Jul 30, 2025

BUY
N/A
6,947 New
6,947 $200 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.