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Executive Wealth Management, LLC

SEC CIK
0001542611
Latest filing
Feb 13, 2025

ETN holding history

Eaton Corp plc in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETN overviewAll 13F holders of ETNFull Q4 2024 holdings

Shares (Q4 2024)
9,532
Value
$3.16M
% of portfolio
0.2%
Quarters held
5
Since Q4 2023
Holdings of ETN by Executive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20249,532$3.16M0.2%+916+10.6%AddedHolders
Q3 20248,616$2.86M0.2%+157+1.9%AddedHolders
Q2 20248,459$2.65M0.5%+7,594+877.9%AddedHolders
Q1 2024865$269.9K<0.1%+35+4.2%AddedHolders
Q4 2023830$200.1K<0.1%+830NewHolders