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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 551 | $499,877 | 2,267 | 0.00 | 0.00 | -5,527 | -70.91 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 552 | $494,167 | 6,255 | 0.00 | 0.00 | -20,651 | -76.75 | 06-30-2024 |
| SEMPRA | COM | 553 | $491,434 | 6,437 | 0.00 | 0.00 | 254 | 4.11 | 06-30-2024 |
| EOG RES INC | COM | Liquidated | $0 | 0 | 0.00 | 3,807 | +Inf | 06-30-2024 |
