KEATING WEALTH MANAGEMENT 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, KEATING WEALTH MANAGEMENT LLC opened 3 positions, added to 10, reduced 1, sold out of 0 and left 8 unchanged. The largest increase in value was VTI (+$15,154,660); the largest decrease was JPST (-$5,082,471).
- JPST: Country of operation —; Class ULTRA SHRT INC; Shares 2023-12-31 291,229; Shares 2024-03-31 189,217.
Two Form 13F-HR filings compared (SEC CIK 1922796): 2023-12-31 (filed 2024-01-12) and 2024-03-31 (filed 2024-04-18). 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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