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 |
|---|---|---|---|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | 1051 | $52,511 | 160 | 0.00 | 0.00 | -7 | -4.19 | 06-30-2024 |
| AGCO CORP | COM | 1052 | $52,268 | 534 | 0.00 | 0.00 | 23 | 4.50 | 06-30-2024 |
| EQT CORP | COM | 1053 | $51,883 | 1,403 | 0.00 | 0.00 | -851 | -37.76 | 06-30-2024 |
| ALASKA AIR GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 178 | 17.64 | 06-30-2024 |
