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 |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 530 | 10.63 | 06-30-2024 |
| JPMORGAN CHASE & CO. | COM | 252 | $1,393,165 | 6,888 | 0.00 | 0.00 | -16,942 | -71.10 | 06-30-2024 |
| ACUITY BRANDS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -252 | -4.66 | 06-30-2024 |
| NVR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15 | -8.15 | 06-30-2024 |
