Financial Advisory Group quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2023-12-31 to 2024-03-31, Financial Advisory Group opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was NVO (+$115,107); the largest decrease was NVO (+$115,107).
Two Form 13F-HR filings compared (SEC CIK 1539338): 2023-12-31 (filed 2024-02-13) and 2024-03-31 (filed 2024-05-10). 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.
No position of this class changed this way between the two filings.
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