Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTA WEALTH ADVISORS LLC | 05-01-2024 | 03-31-2024 | 128 | 196,790,996 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 1 | $19,895,648 | 397,118 | 0.01 | 0.01 | 17,199 | 4.53 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $19,386,773 | 265,027 | 0.01 | 0.01 | 10,820 | 4.26 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 3 | $10,020,373 | 187,859 | 0.01 | 0.00 | 6,498 | 3.58 | 03-31-2024 |
| SOPHIA GENETICS SA | ORDINARY SHARES | 4 | $6,947,159 | 1,409,160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
