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 |
|---|---|---|---|---|---|---|---|---|---|
| ENSIGN GROUP INC | COM | 1101 | $70,938 | 570 | 0.00 | 0.00 | 55 | 10.68 | 03-31-2024 |
| ALCON AG | ORD SHS | 1102 | $70,514 | 847 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 1103 | $70,472 | 1,033 | 0.00 | 0.00 | 54 | 5.52 | 03-31-2024 |
| WEC ENERGY GROUP INC | COM | 1104 | $70,402 | 857 | 0.00 | 0.00 | 6 | 0.71 | 03-31-2024 |
