Leverty Financial Group, LLC recently submitted a 13F-HR filing with the Securities and Exchange Commission, indicating significant changes in its investment portfolio. The filing provides insights into the company’s holdings, including new investments, sold positions, and adjustments to existing stakes. Investors and analysts often look to these filings to gauge the company’s investment strategy and sentiment towards specific securities.
Leverty Financial Group, LLC is a financial services firm that manages investment portfolios for individuals and institutions. With a focus on wealth management and financial planning, the company aims to help clients achieve their financial goals through strategic investment decisions. For more information about Leverty Financial Group, LLC, you can visit their website here.
The 13F-HR form is a quarterly filing required by the SEC for institutional investment managers with assets under management above a certain threshold. The form provides transparency into the investment activities of these firms, including their holdings in publicly traded companies. By analyzing 13F filings, investors can gain valuable insights into the investment strategies of prominent financial institutions like Leverty Financial Group, LLC.
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Leverty Financial Group, LLC (0001908386) Files 13F-HR Form with SEC
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