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 |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | 51 | $5,831,879 | 28,198 | 0.00 | 0.00 | 474 | 1.71 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $5,739,632 | 35,375 | 0.00 | 0.00 | 5,458 | 18.24 | 03-31-2024 |
| MOTOROLA SOLUTIONS IN | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,456 | 13.96 | 12-31-2023 |
| ABBOTT LABS | COM | 54 | $5,629,876 | 49,533 | 0.00 | 0.00 | 6,027 | 13.85 | 03-31-2024 |
