Ratio Wealth Group historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, Ratio Wealth Group opened 3 positions, added to 31, reduced 14 and sold out of 0.
- Q1 2024: Stock CRED; Country of operation —; Class RESEARCH ENHAN; Shares before 0.
- Q1 2024: Stock VTEB; Country of operation —; Class TAX EXEMPT BD; Shares before 0.
- Q1 2024: Stock ARKB; Country of operation United States; Class SHS BEN INT; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1971024), 1 quarter: 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 2022-12-31.
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