Levy Wealth Management Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Levy Wealth Management Group’s Portfolio ULST Stock Details ULST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.3M	Sell
2024 Q1	$1.32M	Hold
2023 Q4	$1.32M	Sell
2023 Q3	$1.5M	Sell
2023 Q2	$1.64M	Sell
2023 Q1	$1.82M	Sell
2022 Q4	$1.84M	Buy