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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 601 | $418,426 | 1,807 | 0.00 | 0.00 | -1,325 | -42.31 | 06-30-2024 |
| BECTON DICKINSON & CO | COM | 602 | $413,819 | 1,771 | 0.00 | 0.00 | 72 | 4.24 | 06-30-2024 |
| AGILENT TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 185 | 6.98 | 06-30-2024 |
| DIAGEO PLC | SPON ADR NEW | 604 | $408,400 | 3,239 | 0.00 | 0.00 | -4,577 | -58.56 | 06-30-2024 |
