Leverty Financial Group, LLC Purchases and Sells in Q3 2024

Leverty Financial Group, LLC

$182 Million
Q3 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	324K + 58.78%	$61.11 - $67.85 $19.8M - $22M	875K $59.4M
SCHF	49 + 0.01%	$36.98 - $41.55 $1.81K - $2.04K	774K $31.8M
IVV	242 + 0.52%	$520.18 - $576.82 $126K - $140K	46.7K $26.9M
SPY	2.11K + 23.88%	$517.38 - $573.86 $1.09M - $1.21M	10.9K $6.28M
SCHM	5.74K + 95.46%	$75.47 - $83.18 $433K - $478K	11.8K $977K
SPDW	6.48K + 74.92%	$33.74 - $37.96 $219K - $246K	15.1K $568K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.03K New	$772.14 - $960.02 $792K - $985K	1.03K $908K
EXAS	4K New	$42.43 - $70.83 $170K - $283K	4K $272K
XOM	2.01K New	$109.72 - $119.0 $221K - $240K	2.01K $235K
XEL	3.17K New	$52.11 - $65.3 $165K - $207K	3.17K $206K
QQQ	413 New	$434.77 - $502.96 $180K - $208K	413 $201K
VOLATILITY SHS TR	26.2K New	N/A	26.2K $0

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOLVENTUM CORP	-730 - 15.93%	N/A	3.85K $0
MODL	-538K - 96.08%	N/A	22K $0
AAPL	-232 - 8.13%	$207.23 - $234.82 $48.1K - $54.5K	2.62K $610K
BSX	-53 - 1.7%	$72.96 - $84.0 $3.87K - $4.45K	3.07K $257K
NUDM	-144 - 1.44%	$30.15 - $34.01 $4.34K - $4.9K	9.83K $330K
IEFA	-28 - 0.5%	$70.09 - $78.74 $1.96K - $2.2K	5.62K $438K

Activity Summary All Purchases 19 New Holdings 6 Increased Positions 13 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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