Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS LLC | 01-26-2024 | 12-31-2023 | 857 | 339,710,461 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERITEX HLDGS INC COM | Stock | 101 | $413,180 | 17,756 | 0.00 | 17,756 | +Inf | 12-31-2023 | |
| INTUITIVE SURGICAL INC COM NEW | Stock | 102 | $412,929 | 1,224 | 0.00 | 1,224 | +Inf | 12-31-2023 | |
| BANK AMERICA CORP COM | Stock | 103 | $407,138 | 12,092 | 0.00 | 12,092 | +Inf | 12-31-2023 | |
| WALMART INC COM | Stock | 104 | $401,377 | 2,546 | 0.00 | 2,546 | +Inf | 12-31-2023 |
