JANICZEK WEALTH MANAGEMENT, LLC quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was OCCIDENTAL PETE CORP (-$764); the largest decrease was OCCIDENTAL PETE CORP (-$764).
- OCCIDENTAL PETE CORP: Country of operation United States; Class W EXP 08/03/202; Shares 2024-03-31 33; Shares 2024-06-30 16.
Two Form 13F-HR filings compared (SEC CIK 1598561): 2024-03-31 (filed 2024-04-15) and 2024-06-30 (filed 2024-07-25). 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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