LWMG, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, LWMG, LLC opened 4 positions, added to 84, reduced 34 and sold out of 4.
- Q3 2024: Stock BKLN; Country of operation —; Class SR LN ETF; Shares before 0.
- Q2 2024: Stock OEF; Country of operation —; Class S&P 100 ETF; Shares before 0.
- Q2 2024: Stock ESGD; Country of operation —; Class ESG AW MSCI EAFE; Shares before 0.
- Q1 2024: Stock BKLN; Country of operation —; Class SR LN ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964955), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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