LifePro Asset Management quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, LifePro Asset Management opened 34 positions, added to 22, reduced 15, sold out of 17 and left 2 unchanged. The largest increase in value was MSFT (+$3,770,850); the largest decrease was PTON (-$3,452,400).
- BR: Country of operation United States; Class COM; Shares 2024-06-30 2,040; Shares 2024-09-30 2,040.
- COST: Country of operation United States; Class COM; Shares 2024-06-30 358; Shares 2024-09-30 358.
Two Form 13F-HR filings compared (SEC CIK 1838533): 2024-06-30 (filed 2024-07-10) and 2024-09-30 (filed 2024-10-09). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||