Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REALTA INVESTMENT ADVISORS | 04-18-2024 | 03-31-2024 | 800 | 485,174,275 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $25,690,067 | 149,814 | 0.01 | 0.01 | -6,610 | -4.23 | 03-31-2024 |
| AMAZON COM INC | COM | 2 | $19,340,163 | 107,219 | 0.00 | 0.00 | -3,345 | -3.03 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $15,374,635 | 36,544 | 0.00 | 0.00 | -1,156 | -3.07 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $10,534,395 | 11,659 | 0.00 | 0.00 | -10,777 | -48.03 | 03-31-2024 |
