Advertisement
Screener

Benedetti & Gucer, Inc. Historic Quarter Change: USA ETF, Reduced

Benedetti & Gucer, Inc. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, Benedetti & Gucer, Inc. opened 33 positions, added to 16, reduced 7 and sold out of 32.

  • Q1 2024: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 79,475.
  • Q1 2024: Stock SPTM; Country of operation —; Class PORTFOLI S&P1500; Shares before 65,703.
  • Q1 2024: Stock ETHE; Country of operation United States; Class COM; Shares before 117,928.
  • Q1 2024: Stock FDVV; Country of operation —; Class COM; Shares before 34,869.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1859474), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024IVV
ISHARES TR
CORE S&P500 ETF79,47570,949-8,526$37,959,644$37,300-$37,922,3442024-05-07
Q1 2024SPTM
SPDR SER TR
PORTFOLI S&P150065,70365,457-246$3,840,337$4,199-$3,836,1382024-05-07
Q1 2024ETHE
GRAYSCALE ETHEREUM TR ETH SHS
United StatesCOM117,92854,629-63,299$2,292,520$1,429-$2,291,0912024-05-07
Q1 2024FDVV
FIDELITY HIGH DIVIDEND ETF
COM34,86930,209-4,660$1,474,261$1,369-$1,472,8922024-05-07
Q1 2024TLT
ISHARES TR
20 YR TR BD ETF4,7494,164-585$469,581$394-$469,1872024-05-07
Q1 2024IEF
ISHARES TR
7-10 YR TRSY BD4,5494,125-424$438,478$390-$438,0882024-05-07
Q1 2024VYM
VANGUARD WHITEHALL FDS
HIGH DIV YLD3,6383,137-501$406,064$380-$405,6842024-05-07

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet