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LIFELONG WEALTH ADVISORS, INC. → GS-PD

LIFELONG WEALTH ADVISORS, INC. GS-PD Position History

GS-PD

Quarters held
9
Latest value
$2.2M
Q3 2026
Peak value
$78.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$71M
Q3 2025$305K
Q4 2025$71.6M
Q1 2026$68.6M
Q1 2026$590K
Q2 2026$77.2M
Q2 2026$1.1M
Q3 2026$78.3M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M21.6K——
Q3 2026$78.3M539.7K——
Q2 2026$1.1M11.0K——
Q2 2026$77.2M544.0K——
Q1 2026$590K5.9K——
Q1 2026$68.6M548.2K——
Q4 2025$71.6M540.6K——
Q3 2025$305K3.0K——
Q3 2025$71M544.8K——

Other funds holding GS-PD

Other LIFELONG WEALTH ADVISORS, INC. positions

STT-PG

SPDR SERIES TRUST

$84.7M
STT-PG

SPDR SERIES TRUST

$82.6M
STT-PG

SPDR SERIES TRUST

$63.8M
STT-PG

SPDR SERIES TRUST

$62.3M
STT-PG

SPDR SERIES TRUST

$61.3M
FIS

FIDELITY COVINGTON TRUST

$29.9M
FIS

FIDELITY COVINGTON TRUST

$29.5M
FIS

FIDELITY COVINGTON TRUST

$27.4M