WALDEN WEALTH PARTNERS LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, WALDEN WEALTH PARTNERS LLC opened 0 positions, added to 20, reduced 2, sold out of 1 and left 14 unchanged. The largest increase in value was DFAU (+$759,747); the largest decrease was XOP (-$206,882).
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2024-03-31 842,837; Shares 2024-06-30 840,299.
- GBIL: Country of operation —; Class ACCES TREASURY; Shares 2024-03-31 30,087; Shares 2024-06-30 29,020.
Two Form 13F-HR filings compared (SEC CIK 2015425): 2024-03-31 (filed 2024-04-11) and 2024-06-30 (filed 2024-07-11). 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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