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 |
|---|---|---|---|---|---|---|---|---|---|
| COTERRA ENERGY INC | COM | 101 | $336,894 | 12,084 | 0.00 | 0.00 | -29 | -0.24 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 102 | $328,020 | 448 | 0.00 | 0.00 | 4 | 0.90 | 03-31-2024 |
| COPART INC | COM | 103 | $321,804 | 5,556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 104 | $317,780 | 4,182 | 0.00 | 0.00 | -270 | -6.06 | 03-31-2024 |
