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 |
|---|---|---|---|---|---|---|---|---|---|
| DIAGEO PLC | SPON ADR NEW | 351 | $1,170,752 | 7,816 | 0.00 | 0.00 | -1,333 | -14.57 | 03-31-2024 |
| MARKEL CORP COM | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -323 | -26.09 | 12-31-2023 |
| BOSTON SCIENTIFIC CORP | COM | 353 | $1,168,645 | 17,063 | 0.00 | 17,063 | +Inf | 03-31-2024 | |
| ARISTA NETWORKS INC | COM | 354 | $1,163,400 | 4,012 | 0.00 | 0.00 | 1,542 | 62.43 | 03-31-2024 |
