9258 Wealth Management, LLC quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, 9258 Wealth Management, LLC opened 0 positions, added to 0, reduced 2, sold out of 2 and left 0 unchanged. The largest increase in value was Arista Networks Inc (-$950); the largest decrease was BlackRock Inc (-$1,696,365).
- BlackRock Inc: Country of operation United States; Class Stock; Shares 2024-06-30 2,155; Shares 2024-09-30 0.
- Lam Research Corp: Country of operation United States; Class Stock; Shares 2024-06-30 208; Shares 2024-09-30 0.
Two Form 13F-HR filings compared (SEC CIK 1766506): 2024-06-30 (filed 2024-08-02) and 2024-09-30 (filed 2024-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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