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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

MORN holding history

Morningstar, Inc. in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overviewAll 13F holders of MORNFull Q2 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of MORN by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−29−100.0%Sold outHolders
Q1 202329$5.89K<0.1%+29NewHolders
Q3 20220$00.0%−18−100.0%Sold outHolders
Q2 202218$4.00K<0.1%00.0%UnchangedHolders
Q1 202218$5.00K<0.1%00.0%UnchangedHolders
Q4 202118$6.00K<0.1%00.0%UnchangedHolders
Q3 202118$5.00K<0.1%00.0%UnchangedHolders
Q2 202118$5.00K<0.1%00.0%UnchangedHolders
Q1 202118$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.