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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK H & R INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 4.52 | 06-30-2024 |
| VAIL RESORTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 1.20 | 06-30-2024 |
| TIDEWATER INC NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 68 | 20.24 | 06-30-2024 |
| TRANSUNION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25 | -5.13 | 06-30-2024 |
