Custom Portfolio Group LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Custom Portfolio Group LLC opened 2 positions, added to 10, reduced 12, sold out of 0 and left 61 unchanged. The largest increase in value was SGOV (+$2,442,117); the largest decrease was VFMF (-$328,851).
- GRID: Country of operation —; Class ETF; Shares 2024-03-31 0; Shares 2024-06-30 6,502.
- PEJ: Country of operation —; Class ETF; Shares 2024-03-31 0; Shares 2024-06-30 22.
Two Form 13F-HR filings compared (SEC CIK 2034330): 2024-03-31 (filed 2024-08-27) and 2024-06-30 (filed 2024-08-27). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||