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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

ALLE holding history

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

ALLE overviewAll 13F holders of ALLEFull Q3 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of ALLE by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−16,471−100.0%Sold outHolders
Q1 202416,471$2.22M0.3%−398−2.4%ReducedHolders
Q4 202316,869$2.14M0.3%+445+2.7%AddedHolders
Q3 202316,424$1.71M0.3%+6,025+57.9%AddedHolders
Q2 202310,399$1.25M0.2%+6,256+151.0%AddedHolders
Q1 20234,143$442.2K0.1%+496+13.6%AddedHolders
Q4 20223,647$383.9K<0.1%–No prior filingHolders