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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | Liquidated | $0 | 0 | 0.00 | 195 | +Inf | 03-31-2024 | |
| HEICO CORP NEW | CL A | 1252 | $28,664 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TECHNIPFMC PLC | COM | 1253 | $28,576 | 1,138 | 0.00 | 0.00 | -3,277 | -74.22 | 03-31-2024 |
| TC ENERGY CORP | COM | 1254 | $28,422 | 707 | 0.00 | 0.00 | -1,309 | -64.93 | 03-31-2024 |
