SYSTM Wealth Solutions LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-06-30 to 2024-09-30, SYSTM Wealth Solutions LLC opened 0 positions, added to 0, reduced 1, sold out of 56 and left 0 unchanged. The largest increase in value was CX (-$901); the largest decrease was ULXXXX (-$2,784,160).
- NVO: Country of operation —; Class ADR; Shares 2024-06-30 6,718; Shares 2024-09-30 16.
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.
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