Advisory Services & Investments, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Advisory Services & Investments, LLC opened 3 positions, added to 2, reduced 4, sold out of 1 and left 2 unchanged. The largest increase in value was F (+$435,845); the largest decrease was NKE (-$585,625).
- BA: Country of operation United States; Class COM; Shares 2024-06-30 1,332; Shares 2024-09-30 1,337.
- NVDA: Country of operation United States; Class COM; Shares 2024-06-30 4,000; Shares 2024-09-30 4,013.
Two Form 13F-HR filings compared (SEC CIK 1862931): 2024-06-30 (filed 2024-08-06) 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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