SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
TRV holding history
Travelers 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.
TRV overviewAll 13F holders of TRVFull Q3 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −2,607−100.0% | Sold out | Holders |
| Q2 2024 | 2,607 | $530.2K | 0.1% | −5,129−66.3% | Reduced | Holders |
| Q1 2024 | 7,736 | $1.78M | 0.2% | −404−5.0% | Reduced | Holders |
| Q4 2023 | 8,140 | $1.55M | 0.2% | +1,224+17.7% | Added | Holders |
| Q3 2023 | 6,916 | $1.13M | 0.2% | +6,916 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −7,589−100.0% | Sold out | Holders |
| Q1 2023 | 7,589 | $1.30M | 0.2% | −6,190−44.9% | Reduced | Holders |
| Q4 2022 | 13,779 | $2.58M | 0.3% | – | No prior filing | Holders |