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.
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