LGT Financial Advisors’s Nasdaq NDAQ Stock Holding History

LGT Financial Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$448	–	562
2025 Q2	$448	Buy	+5	New	+$399	﹤0.01%	443

Other funds holding NDAQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LGT Financial Advisors's NDAQ Position: Q3 2025 in Review

LGT Financial Advisors sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 5 shares — an estimated $448 sold.

LGT Financial Advisors first reported a position in NDAQ in Q2 2025 and held it in 1 quarter. The position peaked at $448 in Q2 2025. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

LGT Financial Advisors reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 5 Nasdaq shares in Q3 2025, an estimated $448.
LGT Financial Advisors first reported a position in Nasdaq in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Nasdaq position peaked at $448 in Q2 2025.
1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.