LWM
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Lionsbridge Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Lionsbridge Wealth Management’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,547
Closed -$730K – 58
2024
Q1 		$730K Sell
24,547
-1,001
-4% -$30K 0.56% 46
2023
Q4 		$749K Buy
25,548
+16,357
+178% +$422K 0.6% 50
2023
Q3 		$223K Buy
9,191
+237
+3% +$5.76K 0.21% 45
2023
Q2 		$217K Sell
8,954
-199
-2% -$4.6K 0.19% 42
2023
Q1 		$215K Buy
+9,153
New +$203K 0.2% 44

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Morgan Stanley
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EDRH
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PNC Financial Services Group
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Bank of America
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Jane Street
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GBWM
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KAS
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return