SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
MS holding history
Morgan Stanley 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.
MS overviewAll 13F holders of MSFull Q3 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −26,625−100.0% | Sold out | Holders |
| Q2 2024 | 26,625 | $2.59M | 0.6% | −6,872−20.5% | Reduced | Holders |
| Q1 2024 | 33,497 | $3.15M | 0.4% | +4,107+14.0% | Added | Holders |
| Q4 2023 | 29,390 | $2.74M | 0.4% | +176+0.6% | Added | Holders |
| Q3 2023 | 29,214 | $2.39M | 0.4% | +8,450+40.7% | Added | Holders |
| Q2 2023 | 20,764 | $1.77M | 0.2% | +8,662+71.6% | Added | Holders |
| Q1 2023 | 12,102 | $1.06M | 0.2% | −1,766−12.7% | Reduced | Holders |
| Q4 2022 | 13,868 | $1.18M | 0.1% | – | No prior filing | Holders |