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 |
|---|---|---|---|---|---|---|---|---|---|
| LOEWS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -802 | -5.07 | 06-30-2024 |
| KIMBERLY-CLARK CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -481 | -5.19 | 06-30-2024 |
| TETRA TECH INC NEW | COM | 303 | $1,136,716 | 5,559 | 0.00 | 0.00 | 5,359 | 2679.50 | 06-30-2024 |
| AXON ENTERPRISE INC | COM | 304 | $1,131,059 | 3,844 | 0.00 | 0.00 | 1,778 | 86.06 | 06-30-2024 |
