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Levy Wealth Management Group, LLC Current Holdings: USA Preferred Shares

Levy Wealth Management Group, LLC current holdings: USA Preferred Shares

Levy Wealth Management Group, LLC reported $0.00 billion in preferred shares (listed in the US), 3 positions, in its Form 13F for the quarter ended 2024-06-30; the largest are PGX, PFF, PFFD.

  • PGX: Country of operation —; Class PFD ETF; Shares 60,545; Value $699,294.
  • PFF: Country of operation —; Class PFD AND INCM SEC; Shares 12,316; Value $388,586.
  • PFFD: Country of operation —; Class US PFD ETF; Shares 14,810; Value $291,468.

Form 13F-HR as filed (SEC CIK 1843138): quarter ended 2024-06-30, filed 2024-07-25. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
PGX
INVESCO EXCH TRADED FD TR II
PFD ETF60,545$699,2942024-06-302024-07-25
PFF
ISHARES TR
PFD AND INCM SEC12,316$388,5862024-06-302024-07-25
PFFD
GLOBAL X FDS
US PFD ETF14,810$291,4682024-06-302024-07-25

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