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  Name: Leverty Financial Group LLC
  City: Hudson
  State: WI
  Zip: 54016
   
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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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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)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 28 New $0.00 $233,000 2,031 0.14% 233,000 2,031 0    N/A
   (BSX)1 Year Chart         BSX Boston Scientific Corp 29 New $73.69 $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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