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
ALLY FINL INC COM 1501 $3,809 96 0.00 0.00 -831 -89.64 06-30-2024
DOLBY LABORATORIES INC COM CL A 1502 $3,804 48 0.00 0.00 -527 -91.65 06-30-2024
FOX CORP CL A COM 1503 $3,747 109 0.00 0.00 0 0.00 06-30-2024
Q2 HLDGS INC COM Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
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