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 |
|---|---|---|---|---|---|---|---|---|---|
| ICICI BANK LIMITED AD | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -18,368 | -38.03 | 12-31-2023 |
| BCE INC COM NEW | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 40 | 0.28 | 12-31-2023 |
| BOEING CO COM | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,012 | -66.57 | 12-31-2023 |
| COCA-COLA EUROPACIFIC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,957 | 37.54 | 12-31-2023 |
