Levy Wealth Management Group, LLC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-03-31 to 2024-06-30, Levy Wealth Management Group, LLC opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$361,114); the largest decrease was TSM (+$361,114).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2024-03-31 0; Shares 2024-06-30 2,078.
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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