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Price Financial Group Wealth Management, Inc Last Quarter Change: USA ETF, Unchanged

Price Financial Group Wealth Management, Inc quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Price Financial Group Wealth Management, Inc opened 0 positions, added to 2, reduced 0, sold out of 3 and left 1 unchanged. The largest increase in value was VOO (+$13,842); the largest decrease was VTI (-$119,272).

  • BDYN: Country of operation —; Class ETF; Shares 2026-03-31 9,179; Shares 2026-06-30 9,179.

Two Form 13F-HR filings compared (SEC CIK 2107127): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-03). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BDYN
BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF
ETF9,1799,1790$241,140$254,625+$13,485

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