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 |
|---|---|---|---|---|---|---|---|---|---|
| ENTERGY CORP NEW | COM | 1051 | $91,731 | 868 | 0.00 | 0.00 | -43 | -4.72 | 03-31-2024 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,498 | +Inf | 03-31-2024 | |
| NVENT ELECTRIC PLC | SHS | 1053 | $90,631 | 1,202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HOLLEY INC | COM | 1054 | $90,382 | 20,265 | 0.00 | 20,265 | +Inf | 03-31-2024 |
