SPIA
LGMK

Steward Partners Investment Advisory’s LogicMark LGMK Stock Holding History

Steward Partners Investment Advisory’s Portfolio LGMK Stock Details LGMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Hold
0
– – – 2675
2019
Q3 		– Hold
0
– – – 2698
2019
Q2 		– Hold
0
– – – 2655
2018
Q4 		– Hold
0
– -$2K – 1541
2018
Q3 		– Hold
0
– – – 2380

Other funds holding LGMK

FM
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SAMC
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Geode Capital Management
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Renaissance Technologies
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Northern Trust
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return