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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC COM US | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,472 | 33.84 | 12-31-2023 |
| LAMAR ADVERTISING CO NEW | CL A | 152 | $2,705,322 | 22,656 | 0.00 | 0.00 | 4,271 | 23.23 | 03-31-2024 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 153 | $2,689,794 | 20,227 | 0.00 | 0.00 | 257 | 1.29 | 03-31-2024 |
| QUALCOMM INC COM | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -739 | -3.39 | 12-31-2023 |
