ML & R WEALTH MANAGEMENT LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2023-12-31 to 2024-03-31, ML & R 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 NVO (+$119,872); the largest decrease was NVO (+$119,872).
- NVO: Country of operation —; Class ADR; Shares 2023-12-31 4,928; Shares 2024-03-31 4,904.
Two Form 13F-HR filings compared (SEC CIK 1903320): 2023-12-31 (filed 2024-02-09) and 2024-03-31 (filed 2024-05-14). 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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