SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
NDAQ holding history
Nasdaq, 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.
NDAQ overviewAll 13F holders of NDAQFull Q3 2024 holdings
- Shares (Q3 2024)
- 1,932
- Value
- $141.1K
- % of portfolio
- 4.3%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,932 | $141.1K | 4.3% | −89,505−97.9% | Reduced | Holders |
| Q2 2024 | 91,437 | $5.51M | 1.2% | +4,134+4.7% | Added | Holders |
| Q1 2024 | 87,303 | $5.51M | 0.7% | +16,455+23.2% | Added | Holders |
| Q4 2023 | 70,848 | $4.12M | 0.6% | +12,366+21.1% | Added | Holders |
| Q3 2023 | 58,482 | $2.84M | 0.4% | +3,145+5.7% | Added | Holders |
| Q2 2023 | 55,337 | $2.76M | 0.4% | +55,337 | New | Holders |