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Company Main View
Name:
Leverty Financial Group LLC
City:
Hudson
State:
WI
Zip:
54016
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$167,609,000
Total Value Change :
$9,898,000
Securities Held Change :
-1
All Securities Held :
33
New Positions
:
2
Closed Positions
:
3
Increased Positions
:
13
Unchanged Positions
:
6
Decreased Positions
:
12
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
ESGU
Ishares Msci Usa Esg Optimized
28
New
$0.00
$233,000
2,031
0.14%
233,000
2,031
0
N/A
BSX
Boston Scientific Corp
29
New
$75.37
$219,000
3,195
0.13%
219,000
3,195
0
Medical Instruments &...
2
Records Found
1
Page 1 of 1
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Summary:
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