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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

DNB holding history

Dun & Bradstreet Holdings, Inc. 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.

DNB overviewAll 13F holders of DNBFull Q3 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2023
Holdings of DNB by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−43,072−100.0%Sold outHolders
Q1 202443,072$432.4K0.1%−44,405−50.8%ReducedHolders
Q4 202387,477$1.02M0.1%+372+0.4%AddedHolders
Q3 202387,105$870.2K0.1%−8,796−9.2%ReducedHolders
Q2 202395,901$1.11M0.2%+41,866+77.5%AddedHolders
Q1 202354,035$634.4K0.1%+54,035NewHolders