SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
MRSH holding history
Marsh & McLennan Companies, 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.
MRSH overviewAll 13F holders of MRSHFull Q3 2024 holdings
- Shares (Q3 2024)
- 343
- Value
- $76.5K
- % of portfolio
- 2.3%
- Quarters held
- 8
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 343 | $76.5K | 2.3% | −33,242−99.0% | Reduced | Holders |
| Q2 2024 | 33,585 | $7.08M | 1.6% | +1,531+4.8% | Added | Holders |
| Q1 2024 | 32,054 | $6.60M | 0.8% | +1,973+6.6% | Added | Holders |
| Q4 2023 | 30,081 | $5.70M | 0.8% | −17,017−36.1% | Reduced | Holders |
| Q3 2023 | 47,098 | $8.96M | 1.4% | −5,676−10.8% | Reduced | Holders |
| Q2 2023 | 52,774 | $9.93M | 1.3% | +2,763+5.5% | Added | Holders |
| Q1 2023 | 50,011 | $8.33M | 1.3% | −873−1.7% | Reduced | Holders |
| Q4 2022 | 50,884 | $8.42M | 1.0% | – | No prior filing | Holders |