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 |
|---|---|---|---|---|---|---|---|---|---|
| EPLUS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 19 | 1.12 | 06-30-2024 |
| BOEING CO | COM | 902 | $133,960 | 736 | 0.00 | 0.00 | -5,033 | -87.24 | 06-30-2024 |
| FIFTH THIRD BANCORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 643 | 21.82 | 06-30-2024 |
| DTE ENERGY CO | COM | 904 | $131,058 | 1,175 | 0.00 | 0.00 | -728 | -38.26 | 06-30-2024 |
