Executive Wealth Management, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Executive Wealth Management, LLC opened 104 positions, added to 166, reduced 100 and sold out of 80.
- Q4 2024: Stock MDYV; Country of operation —; Class S&P 400 MDCP VAL; Shares before 0.
- Q4 2024: Stock ETV; Country of operation —; Class COM; Shares before 0.
- Q4 2024: Stock EMXC; Country of operation —; Class MSCI EMRG CHN; Shares before 0.
- Q4 2024: Stock DGRW; Country of operation —; Class US QTLY DIV GRT; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1542611), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
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