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 |
|---|---|---|---|---|---|---|---|---|---|
| AIRBNB INC CL A COM | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,700 | -11.14 | 12-31-2023 |
| KINDER MORGAN INC DEL | COM | 252 | $1,681,718 | 91,697 | 0.00 | 0.00 | -4,872 | -5.05 | 03-31-2024 |
| NETFLIX INC | COM | 253 | $1,668,336 | 2,747 | 0.00 | 0.00 | -183 | -6.25 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 254 | $1,654,243 | 10,487 | 0.00 | 0.00 | -1,099 | -9.49 | 03-31-2024 |
