SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
RJF holding history
Raymond James Financial 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.
RJF overviewAll 13F holders of RJFFull Q3 2024 holdings
- Shares (Q3 2024)
- 1,065
- Value
- $130.4K
- % of portfolio
- 4.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,065 | $130.4K | 4.0% | −42,002−97.5% | Reduced | Holders |
| Q2 2024 | 43,067 | $5.32M | 1.2% | +1,851+4.5% | Added | Holders |
| Q1 2024 | 41,216 | $5.30M | 0.7% | +41,096+34,246.7% | Added | Holders |
| Q4 2023 | 120 | $13.4K | <0.1% | +120 | New | Holders |