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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

POOL holding history

Pool Corp 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.

POOL overviewAll 13F holders of POOLFull Q3 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of POOL by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−7,826−100.0%Sold outHolders
Q2 20247,826$2.41M0.5%+864+12.4%AddedHolders
Q1 20246,962$2.81M0.4%+665+10.6%AddedHolders
Q4 20236,297$2.51M0.3%+742+13.4%AddedHolders
Q3 20235,555$1.98M0.3%+355+6.8%AddedHolders
Q2 20235,200$1.95M0.3%+69+1.3%AddedHolders
Q1 20235,131$1.76M0.3%+271+5.6%AddedHolders
Q4 20224,860$1.47M0.2%–No prior filingHolders