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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

WMS holding history

Advanced Drainage Systems, 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.

WMS overviewAll 13F holders of WMSFull Q3 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of WMS by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−3,104−100.0%Sold outHolders
Q1 20243,104$534.6K0.1%−9−0.3%ReducedHolders
Q4 20233,113$437.8K0.1%−1,627−34.3%ReducedHolders
Q3 20234,740$539.6K0.1%+293+6.6%AddedHolders
Q2 20234,447$505.9K0.1%−55−1.2%ReducedHolders
Q1 20234,502$379.1K0.1%+4+0.1%AddedHolders
Q4 20224,498$368.7K<0.1%–No prior filingHolders