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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | COM SHS | 1351 | $14,775 | 987 | 0.00 | 987 | +Inf | 03-31-2024 | |
| TARGA RES CORP | COM | 1352 | $14,559 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUBBELL INC | COM | 1353 | $14,527 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FRESHWORKS INC | CLASS A COM | 1354 | $14,441 | 793 | 0.00 | 793 | +Inf | 03-31-2024 |
