SYSTM Wealth Solutions LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, SYSTM Wealth Solutions LLC opened 2 positions, added to 6, reduced 11, sold out of 9 and left 0 unchanged. The largest increase in value was SPTS (+$10,827); the largest decrease was USFR (-$9,464).
- SPTS: Country of operation —; Class PORTFOLIO SH TSR; Shares 2024-06-30 105; Shares 2024-09-30 471.
- EMXC: Country of operation —; Class MSCI EMRG CHN; Shares 2024-06-30 125; Shares 2024-09-30 164.
- EXI: Country of operation —; Class GLOB INDSTRL ETF; Shares 2024-06-30 9; Shares 2024-09-30 22.
- BBCA: Country of operation —; Class BETABUILDERS CDA; Shares 2024-06-30 17; Shares 2024-09-30 32.
Two Form 13F-HR filings compared (SEC CIK 1961893): 2024-06-30 (filed 2024-08-12) and 2024-09-30 (filed 2024-11-14). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||