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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 : 3     View All Holdings Currently Viewing:  Closed 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
   (DRLL)1 Year Chart         DRLL Strive Us Energy Etf 36 Closed $0.00 $0 0 0% -224,000 -7,992 0    N/A
   (APG)1 Year Chart         APG Api Group Corp 35 Closed $37.33 $0 0 0% -219,000 -6,321 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 34 Closed $177.81 $0 0 0% -261,000 -1,050 0    Auto Manufacturers

      3 Records Found
  1    
Page 1 of 1
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