Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYSTM WEALTH SOLUTIONS LLC | 04-26-2024 | 03-31-2024 | 982 | 791,336,273 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $26,908,254 | 63,958 | 0.00 | 0.00 | 198 | 0.31 | 03-31-2024 |
| MICROSOFT | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,553 | -11.08 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $14,790,839 | 97,998 | 0.00 | 0.00 | -2,922 | -2.90 | 03-31-2024 |
| JOHNSON & JOHNSON | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,729 | -12.65 | 12-31-2023 |
