TMD Wealth Management, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, TMD Wealth Management, LLC opened 1 positions, added to 14, reduced 4, sold out of 3 and left 4 unchanged. The largest increase in value was JMBS (+$19,166,376); the largest decrease was SVOL (-$32,836,266).
- JMBS: Country of operation —; Class HENDERSON MTG; Shares 2024-03-31 0; Shares 2024-06-30 429,258.
Two Form 13F-HR filings compared (SEC CIK 1842820): 2024-03-31 (filed 2024-05-14) and 2024-06-30 (filed 2024-08-08). 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.
| Stock | Country of operation | Class | Shares 2024-03-31 | Shares 2024-06-30 | Share change | Value 2024-03-31 | Value 2024-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| JMBS JANUS DETROIT STR TR | HENDERSON MTG | 0 | 429,258 | +429,258 | $0 | $19,166,376 | +$19,166,376 |
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