SEC 13F Intelligence

Systm Wealth Solutions LLC / NDAQ

Systm Wealth Solutions LLC’s Nasdaq Inc Position

Does Systm Wealth Solutions LLC own Nasdaq Inc (NDAQ)? Yes — 1.9K shares worth $141,056 (+4.28% of its 13F portfolio) as of Q3 2024, down from 91.4K shares the prior filed quarter.

Position Value
$141,056
Q3 2024
Shares
1.9K
% of Portfolio
+4.28%
Quarters Held
6
currently held

Position History NDAQ

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $141,056Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20241.9K$141,056+4.28%
Q2 202491.4K$6M+1.23%
Q1 202487.3K$6M+0.70%
Q4 202370.8K$4M+0.57%
Q3 202358.5K$3M+0.44%
Q2 202355.3K$3M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of NDAQ.