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LGT Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

LGT Financial Advisors’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,157
Closed -$55.8K – 831
2024
Q1 		$55.8K Buy
+1,157
New +$53.4K 0.06% 221
2023
Q4 		– Sell
-146
Closed -$6.51K – 933
2023
Q3 		$6.51K Buy
+146
New +$6.39K 0.01% 567

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LGT Financial Advisors's MLPA Position: Q2 2024 in Review

LGT Financial Advisors sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 1,157 shares — an estimated $55.8K sold.

LGT Financial Advisors first reported a position in MLPA in Q3 2023 and held it in 2 quarters. The position peaked at $55.8K in Q1 2024. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • LGT Financial Advisors reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,157 Global X MLP ETF shares in Q2 2024, an estimated $55.8K.
  • LGT Financial Advisors first reported a position in Global X MLP ETF in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Global X MLP ETF position peaked at $55.8K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.