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 |
|---|---|---|---|---|---|---|---|---|---|
| PEABODY ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -76 | -2.56 | 06-30-2024 |
| DIGITAL RLTY TR INC | COM | 1002 | $68,727 | 452 | 0.00 | 0.00 | -61 | -11.89 | 06-30-2024 |
| SONY GROUP CORP | SPONSORED ADR | 1003 | $67,451 | 794 | 0.00 | 0.00 | -18 | -2.22 | 06-30-2024 |
| S&P GLOBAL INC | COM | 1004 | $66,743 | 150 | 0.00 | 0.00 | -284 | -65.44 | 06-30-2024 |
