TMD Wealth Management, LLC 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 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).
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2024-03-31 9,889; Shares 2024-06-30 9,889.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 2024-03-31 4,304; Shares 2024-06-30 4,304.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2024-03-31 411; Shares 2024-06-30 411.
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2024-03-31 3,391; Shares 2024-06-30 3,391.
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.
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