LWM
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Lionsbridge Wealth Management’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Lionsbridge Wealth Management’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,648
Closed -$1.75M – 66
2024
Q3 		$1.75M Buy
+14,648
New +$1.65M 1.38% 26

Other funds holding GVIP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lionsbridge Wealth Management's GVIP Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q4 2024, closing a stake of 14,648 shares — an estimated $1.75M sold.

Lionsbridge Wealth Management first reported a position in GVIP in Q3 2024 and held it in 1 quarter. The position peaked at $1.75M in Q3 2024. 47 funds tracked by Wall St. Rank hold GVIP as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 14,648 Goldman Sachs Hedge Industry VIP ETF shares in Q4 2024, an estimated $1.75M.
  • Lionsbridge Wealth Management first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Goldman Sachs Hedge Industry VIP ETF position peaked at $1.75M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.