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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 51 | $4,893,800 | 11,001 | 0.00 | 0.00 | 500 | 4.76 | 06-30-2024 |
| AFLAC INC | COM | 52 | $4,766,056 | 53,365 | 0.00 | 0.00 | 10,156 | 23.50 | 06-30-2024 |
| ALTRIA GROUP INC | COM | 53 | $4,765,007 | 103,699 | 0.00 | 0.00 | -6,835 | -6.18 | 06-30-2024 |
| UBER TECHNOLOGIES INC | COM | 54 | $4,710,468 | 64,811 | 0.00 | 0.00 | 15,445 | 31.29 | 06-30-2024 |
