Levy Wealth Management 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, Levy Wealth Management Group, LLC opened 1 positions, added to 23, reduced 26, sold out of 4 and left 8 unchanged. The largest increase in value was VTI (+$10,494,595); the largest decrease was BSV (-$10,485,959).
- SPSM: Country of operation —; Class PORTFOLIO S&P600; Shares 2024-03-31 0; Shares 2024-06-30 7,141.
Two Form 13F-HR filings compared (SEC CIK 1843138): 2024-03-31 (filed 2024-04-16) and 2024-06-30 (filed 2024-07-25). 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.
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