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 |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 951 | $184,708 | 434 | 0.00 | 0.00 | -3 | -0.69 | 03-31-2024 |
| FIRSTENERGY CORP | COM | 952 | $183,795 | 4,759 | 0.00 | 0.00 | -11 | -0.23 | 03-31-2024 |
| ECOLAB INC | COM | 953 | $183,346 | 792 | 0.00 | 0.00 | -152 | -16.10 | 03-31-2024 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 954 | $183,313 | 3,016 | 0.00 | 0.00 | -849 | -21.97 | 03-31-2024 |
