Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RBA WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 91 | 246,754,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $8,667,718 | 20,602 | 0.00 | 0.00 | 782 | 3.95 | 03-31-2024 |
| BROADCOM INC | COM | 2 | $7,837,862 | 5,914 | 0.00 | 0.00 | -1,477 | -19.98 | 03-31-2024 |
| AUTOZONE INC | COM | 3 | $7,655,358 | 2,429 | 0.00 | 0.00 | -238 | -8.92 | 03-31-2024 |
| APPLE INC | COM | 4 | $7,631,874 | 44,506 | 0.00 | 0.00 | 604 | 1.38 | 03-31-2024 |
