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CBIZ Investment Advisory Services’s State Street Global Allocation ETF GAL Stock Holding History

CBIZ Investment Advisory Services’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22
Closed -$958 – 412
2024
Q2 		$958 Hold
22
– – ﹤0.01% 368
2024
Q1 		$946 Buy
+22
New +$922 ﹤0.01% 329

Other funds holding GAL

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return

CBIZ Investment Advisory Services's GAL Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of State Street Global Allocation ETF (GAL) in Q3 2024, closing a stake of 22 shares — an estimated $958 sold.

CBIZ Investment Advisory Services first reported a position in GAL in Q1 2024 and held it in 2 quarters. The position peaked at $958 in Q2 2024. 52 funds tracked by Wall St. Rank hold GAL as of Q3 2024.

  • CBIZ Investment Advisory Services reported no remaining State Street Global Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 22 State Street Global Allocation ETF shares in Q3 2024, an estimated $958.
  • CBIZ Investment Advisory Services first reported a position in State Street Global Allocation ETF in Q1 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's State Street Global Allocation ETF position peaked at $958 in Q2 2024.
  • 52 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.