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
KYNDRYL HLDGS INC COMMON STOCK Liquidated $0 0 0.00 502 +Inf 03-31-2024
AGNICO EAGLE MINES LTD COM 1402 $10,380 174 0.00 0.00 0 0.00 03-31-2024
BANCORP INC DEL COM 1403 $10,273 307 0.00 307 +Inf 03-31-2024
SEALED AIR CORP NEW COM Liquidated $0 0 0.00 281 +Inf 03-31-2024
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