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 |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | CL B | 901 | $219,913 | 4,677 | 0.00 | 0.00 | 365 | 8.46 | 03-31-2024 |
| DOW INC | COM | 902 | $219,120 | 3,782 | 0.00 | 0.00 | -1,571 | -29.35 | 03-31-2024 |
| COMPAGNIE FINANCIERE | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,381 | -14.82 | 12-31-2023 |
| LPL FINL HLDGS INC | COM | 904 | $217,823 | 824 | 0.00 | 0.00 | 324 | 64.80 | 03-31-2024 |
