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Bauman Advisory Group, LLC → STT-PG

Bauman Advisory Group, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
13
Latest value
$615K
Q3 2026
Peak value
$39.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$231K
Q4 2025$35.8M
Q4 2025$515K
Q4 2025$420K
Q1 2026$31.8M
Q1 2026$4.3M
Q1 2026$608K
Q2 2026$36.3M
Q2 2026$5.1M
Q2 2026$531K
Q3 2026$39.6M
Q3 2026$4.3M
Q3 2026$615K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$615K10.0K——
Q3 2026$4.3M188.2K——
Q3 2026$39.6M441.0K——
Q2 2026$531K10.0K——
Q2 2026$5.1M218.6K——
Q2 2026$36.3M413.6K——
Q1 2026$608K9.9K——
Q1 2026$4.3M185.5K——
Q1 2026$31.8M415.9K——
Q4 2025$420K9.4K——
Q4 2025$515K21.8K——
Q4 2025$35.8M445.8K——
Q4 2025$231K2.2K——

Other funds holding STT-PG

Other Bauman Advisory Group, LLC positions

ETHA

INVESCO EXCH TRADED FD TR II

$19.6M
ETHA

INVESCO EXCH TRADED FD TR II

$18.4M
ETHA

INVESCO EXCH TRADED FD TR II

$13.2M
ETHA

ISHARES TR

$12.7M
ETHA

INVESCO EXCH TRADED FD TR II

$12.2M
ETHA

ISHARES TR

$11.5M
IAUM

ISHARES GOLD TR

$8.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.8M