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 |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL | COM | 851 | $183,755 | 2,559 | 0.00 | 0.00 | -254 | -9.03 | 06-30-2024 |
| EQUINIX INC | COM | 852 | $180,153 | 238 | 0.00 | 0.00 | 4 | 1.71 | 06-30-2024 |
| MERCADOLIBRE INC | COM | 853 | $179,131 | 109 | 0.00 | 0.00 | -405 | -78.79 | 06-30-2024 |
| MEDIAALPHA INC | CL A | Liquidated | $0 | 0 | 0.00 | 8,736 | +Inf | 06-30-2024 |
