Wealth Advisory Solutions, LLC historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 11 quarters from 2023-09-30 to 2026-06-30, Wealth Advisory Solutions, LLC opened 1 positions, added to 0, reduced 0 and sold out of 1.
- Q3 2024: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 14,239.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1834802), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-08). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-03-31.
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