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LGT Financial Advisors’s Virtus Private Credit Strategy ETF VPC Stock Holding History

LGT Financial Advisors’s Portfolio VPC Stock Details VPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,945
Closed -$41.7K – 991
2023
Q3 		$41.8K Buy
+1,945
New +$42.2K 0.05% 230

Other funds holding VPC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's VPC Position: Q4 2023 in Review

LGT Financial Advisors sold out of Virtus Private Credit Strategy ETF (VPC) in Q4 2023, closing a stake of 1,945 shares — an estimated $41.7K sold.

LGT Financial Advisors first reported a position in VPC in Q3 2023 and held it in 1 quarter. The position peaked at $41.8K in Q3 2023. 10 funds tracked by Wall St. Rank hold VPC as of Q4 2023.

  • LGT Financial Advisors reported no remaining Virtus Private Credit Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 1,945 Virtus Private Credit Strategy ETF shares in Q4 2023, an estimated $41.7K.
  • LGT Financial Advisors first reported a position in Virtus Private Credit Strategy ETF in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Virtus Private Credit Strategy ETF position peaked at $41.8K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.