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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,368 | 576.16 | 06-30-2024 |
| CANADIAN NATL RY CO | COM | 702 | $310,352 | 2,627 | 0.00 | 0.00 | -1,768 | -40.23 | 06-30-2024 |
| PACKAGING CORP AMER | COM | 703 | $310,074 | 1,696 | 0.00 | 0.00 | -388 | -18.62 | 06-30-2024 |
| VULCAN MATLS CO | COM | 704 | $306,385 | 1,232 | 0.00 | 0.00 | -71 | -5.45 | 06-30-2024 |
