Truvvo Partners 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 2016-06-30 to 2016-09-30, Truvvo Partners LLC opened 0 positions, added to 2, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was EFA (+$65,000); the largest decrease was SPY (+$30,000).
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2016-06-30 7,288; Shares 2016-09-30 8,028.
- SPY: Country of operation —; Class TR UNIT; Shares 2016-06-30 2,542; Shares 2016-09-30 2,604.
Two Form 13F-HR filings compared (SEC CIK 1660071): 2016-06-30 (filed 2016-08-09) and 2016-09-30 (filed 2016-11-10). 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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