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 |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA PLC SPONS | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -34 | -0.28 | 12-31-2023 |
| ROBERT HALF INC. | COM | 452 | $831,079 | 10,483 | 0.00 | 0.00 | -37 | -0.35 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 453 | $825,767 | 19,680 | 0.00 | 0.00 | -1,629 | -7.64 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC | COM | 454 | $818,438 | 725 | 0.00 | 0.00 | 69 | 10.52 | 03-31-2024 |
