SYSTM Wealth Solutions LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, SYSTM Wealth Solutions LLC opened 1 positions, added to 0, reduced 71, sold out of 487 and left 0 unchanged. The largest increase in value was FERG (+$100,478); the largest decrease was MSFT (-$21,137,302).
- FERG: Country of operation —; Class COMMON STOCK NEW; Shares 2024-06-30 0; Shares 2024-09-30 504.
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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