SYSTM Wealth Solutions LLC

SEC CIK: 0001961893
Latest filing: Nov 14, 2024

SEC filings (opens in a new tab)

BAR holding history

GraniteShares Gold Trust 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.

BAR overview All 13F holders of BAR Full Q3 2024 holdings

Shares (Q3 2024): 128
Value: $3.33K
% of portfolio: 0.1%
Quarters held: 4; Since Q4 2023

Holdings of BAR by SYSTM Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	128	$3.33K	0.1%	−20−13.5%	Reduced	Holders
Q2 2024	148	$3.40K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	148	$3.25K	<0.1%	−982−86.9%	Reduced	Holders
Q4 2023	1,130	$23.0K	<0.1%	+1,130	New	Holders