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Larson Financial Group’s Roundhill Video Games ETF NERD Stock Holding History

Larson Financial Group’s Portfolio NERD Stock Details NERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$79 – 2743
2024
Q2 		$79 Buy
+5
New +$77 ﹤0.01% 2295

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Susquehanna International Group
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AG
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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's NERD Position: Q3 2024 in Review

Larson Financial Group sold out of Roundhill Video Games ETF (NERD) in Q3 2024, closing a stake of 5 shares — an estimated $79 sold.

Larson Financial Group first reported a position in NERD in Q2 2024 and held it in 1 quarter. The position peaked at $79 in Q2 2024. 16 funds tracked by Wall St. Rank hold NERD as of Q3 2024.

  • Larson Financial Group reported no remaining Roundhill Video Games ETF position as of Q3 2024 after selling out during the quarter.
  • Larson Financial Group sold 5 Roundhill Video Games ETF shares in Q3 2024, an estimated $79.
  • Larson Financial Group first reported a position in Roundhill Video Games ETF in Q2 2024 and held it in 1 quarter.
  • Larson Financial Group's Roundhill Video Games ETF position peaked at $79 in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Roundhill Video Games ETF as of Q3 2024.

Based on Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.