LFG
WFH

Larson Financial Group’s Direxion Work From Home ETF WFH Stock Holding History

Larson Financial Group’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-84
Closed -$4.14K – 1766
2023
Q2 		$4.14K Buy
+84
New +$3.83K ﹤0.01% 1140

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Larson Financial Group's WFH Position: Q3 2023 in Review

Larson Financial Group sold out of Direxion Work From Home ETF (WFH) in Q3 2023, closing a stake of 84 shares — an estimated $4.14K sold.

Larson Financial Group first reported a position in WFH in Q2 2023 and held it in 1 quarter. The position peaked at $4.14K in Q2 2023. 16 funds tracked by Wall St. Rank hold WFH as of Q3 2023.

  • Larson Financial Group reported no remaining Direxion Work From Home ETF position as of Q3 2023 after selling out during the quarter.
  • Larson Financial Group sold 84 Direxion Work From Home ETF shares in Q3 2023, an estimated $4.14K.
  • Larson Financial Group first reported a position in Direxion Work From Home ETF in Q2 2023 and held it in 1 quarter.
  • Larson Financial Group's Direxion Work From Home ETF position peaked at $4.14K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.