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 |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -42 | -5.08 | 06-30-2024 |
| MURPHY USA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 31 | 3.81 | 06-30-2024 |
| CSG SYS INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -386 | -5.36 | 06-30-2024 |
| COCA COLA CO | COM | 654 | $346,342 | 5,418 | 0.00 | 0.00 | -835 | -13.35 | 06-30-2024 |
