Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYSTM WEALTH SOLUTIONS LLC | 08-12-2024 | 06-30-2024 | 660 | 448,124,618 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $21,286,617 | 47,626 | 0.00 | 0.00 | -16,332 | -25.54 | 06-30-2024 |
| ALPHABET INC | CAP STK CL A | 2 | $9,178,173 | 50,388 | 0.00 | 0.00 | -47,610 | -48.58 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | 3 | $8,562,354 | 16,813 | 0.00 | 0.00 | -904 | -5.10 | 06-30-2024 |
| PEPSICO INC | COM | 4 | $7,875,112 | 47,748 | 0.00 | 0.00 | -14,330 | -23.08 | 06-30-2024 |
