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 TOWER CORP NEW | COM | 201 | $2,057,145 | 10,411 | 0.00 | 0.00 | 333 | 3.30 | 03-31-2024 |
| DARDEN RESTAURANTS INC | COM | 202 | $2,044,914 | 12,234 | 0.00 | 0.00 | 12,026 | 5781.73 | 03-31-2024 |
| AMPHENOL CORP NEW CL | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,704 | -15.85 | 12-31-2023 |
| IDEXX LABORATORIES CO | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.22 | 12-31-2023 |
