Executive Wealth Management’s SS&C Technologies SSNC Stock Holding History

Executive Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$7.17M	Sell
2024 Q3	$7.21M	Buy
2019 Q3	–	Sell
2019 Q2	$28K	Buy
2019 Q1	$31K	Hold
2018 Q4	$22K	Buy