Leverty Financial Group, LLC Purchases in Q3 2024

Leverty Financial Group, LLC

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
324K
+ 58.78%
$61.11 - $67.85 $19.8M - $22M
875K $59.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
49
+ 0.01%
$36.98 - $41.55 $1.81K - $2.04K
774K $31.8M
IVV
Ishares Core S&P 500 ETF

ETFs
242
+ 0.52%
$520.18 - $576.82 $126K - $140K
46.7K $26.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
+ 23.88%
$517.38 - $573.86 $1.09M - $1.21M
10.9K $6.28M
LLY
Eli Lilly & CO

Healthcare
1.03K
New
$772.14 - $960.02 $792K - $985K
1.03K $908K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.74K
+ 95.46%
$75.47 - $83.18 $433K - $478K
11.8K $977K
EXAS
Exact Sciences Corp

Healthcare
4K
New
$42.43 - $70.83 $170K - $283K
4K $272K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.48K
+ 74.92%
$33.74 - $37.96 $219K - $246K
15.1K $568K
XOM
Exxon Mobil Corp

Energy
2.01K
New
$109.72 - $119.0 $221K - $240K
2.01K $235K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.42K
+ 25.26%
$46.9 - $51.96 $160K - $178K
17K $873K
XEL
Xcel Energy Inc

Utilities
3.17K
New
$52.11 - $65.3 $165K - $207K
3.17K $206K
QQQ
Invesco Qqq Trust, Series 1

ETFs
413
New
$434.77 - $502.96 $180K - $208K
413 $201K
ECL
Ecolab Inc.

Basic Materials
44
+ 0.51%
$228.86 - $255.76 $10.1K - $11.3K
8.72K $2.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
650
+ 35.0%
$113.45 - $126.18 $73.7K - $82K
2.51K $316K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
269
+ 0.45%
$49.93 - $51.15 $13.4K - $13.8K
59.9K $3.06M
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
9.85K
+ 32.27%
$1.52 - $2.17 $15K - $21.4K
40.4K $80K
SPSC
Sps Commerce Inc

Technology
5
+ 0.25%
$185.76 - $215.42 $929 - $1.08K
1.99K $385K
Volatility Shs Tr
26.2K
New
N/A
26.2K $0
Activity Summary
Buys All Purchases 19 New Holdings 6 Increased Positions 13 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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