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
POWER INTEGRATIONS INC COM 1351 $10,744 153 0.00 0.00 0 0.00 06-30-2024
VANGUARD INDEX FDS VALUE ETF 1352 $10,663 66 0.00 0.00 0 0.00 06-30-2024
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 1353 $10,654 103 0.00 0.00 -20 -16.26 06-30-2024
DOVER CORP COM 1354 $10,647 59 0.00 0.00 -1,420 -96.01 06-30-2024
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