Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYSTM WEALTH SOLUTIONS LLC | 04-26-2024 | 03-31-2024 | 982 | 791,336,273 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC COM | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -317 | -2.07 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 102 | $3,589,445 | 66,189 | 0.00 | 0.00 | -7,851 | -10.60 | 03-31-2024 |
| AIR PRODS & CHEMS INC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,651 | -11.90 | 12-31-2023 |
| DANAHER CORPORATION | COM | 104 | $3,434,593 | 13,748 | 0.00 | 0.00 | 1,899 | 16.03 | 03-31-2024 |
