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 |
|---|---|---|---|---|---|---|---|---|---|
| BAKER HUGHES COMPANY | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.14 | 06-30-2024 |
| CONSTRUCTION PARTNERS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 54 | 1.39 | 06-30-2024 |
| LPL FINL HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 324 | 64.80 | 06-30-2024 |
| SHELL PLC | SPON ADS | 804 | $217,623 | 3,015 | 0.00 | 0.00 | -8,118 | -72.92 | 06-30-2024 |
