EXECUTIVE WEALTH GROUP LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, EXECUTIVE WEALTH GROUP LLC opened 1 positions, added to 28, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was VTI (+$31,761,422); the largest decrease was VAW (+$464,946).
Two Form 13F-HR filings compared (SEC CIK 2014165): 2023-12-31 (filed 2024-03-12) and 2024-03-31 (filed 2024-04-11). 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.
No position of this class changed this way between the two filings.
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