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 |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW | CL A | 1401 | $8,546 | 35 | 0.00 | 0.00 | -257 | -88.01 | 06-30-2024 |
| TELEDYNE TECHNOLOGIES INC | COM | 1402 | $8,536 | 22 | 0.00 | 0.00 | -87 | -79.82 | 06-30-2024 |
| BROOKFIELD CORP | CL A LTD VT SH | 1403 | $8,516 | 205 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| IDACORP INC | COM | 1404 | $8,477 | 91 | 0.00 | 0.00 | -10,764 | -99.16 | 06-30-2024 |
