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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAC HLDGS INC | COM | 1451 | $5,950 | 45 | 0.00 | 0.00 | -185 | -80.43 | 06-30-2024 |
| TEGNA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,999 | -98.29 | 06-30-2024 |
| LANCASTER COLONY CORP | COM | 1453 | $5,859 | 31 | 0.00 | 31 | +Inf | 06-30-2024 | |
| YUM BRANDS INC | COM | 1454 | $5,829 | 44 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
