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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | 101 | $645,681 | 4,126 | 0.00 | 0.00 | -107 | -2.53 | 03-31-2024 |
| HONEYWELL INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -217 | -6.65 | 03-31-2024 |
| WYNN RESORTS LTD | COM | 103 | $615,424 | 6,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 104 | $590,509 | 5,343 | 0.00 | 0.00 | -3,755 | -41.27 | 03-31-2024 |
