Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TELADOC HEALTH INC | COM | 1001 | $8,168 | 379 | 0.00 | 0.00 | -169 | -30.84 | 12-31-2023 |
| SOUTHSTATE CORPORATION | COM | 1002 | $8,164 | 97 | 0.00 | 0.00 | 51 | 110.87 | 12-31-2023 |
| CACI INTL INC | CL A | 1003 | $8,097 | 25 | 0.00 | 25 | +Inf | 12-31-2023 | |
| LISTED FD TR | ROUNDHILL VIDEO | 1004 | $8,039 | 514 | 0.00 | 0.00 | 5 | 0.98 | 12-31-2023 |
