Executive Wealth Management, LLC quarter change: USA Everything Else, Unchanged
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Executive Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was PROSPECT CAP CORP (-$315); the largest decrease was PROSPECT CAP CORP (-$315).
- PROSPECT CAP CORP: Country of operation United States; Class NOTE 6.375% 3/0; Shares 2024-09-30 27,000; Shares 2024-12-31 27,000.
Two Form 13F-HR filings compared (SEC CIK 1542611): 2024-09-30 (filed 2024-11-15) and 2024-12-31 (filed 2025-02-13). 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; share change is the position change.
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