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 |
|---|---|---|---|---|---|---|---|---|---|
| KELLANOVA | COM | 1051 | $6,779 | 121 | 0.00 | 0.00 | 98 | 426.09 | 12-31-2023 |
| CAMECO CORP | COM | 1052 | $6,777 | 157 | 0.00 | 157 | +Inf | 12-31-2023 | |
| PAYLOCITY HLDG CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 25.93 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 1054 | $6,756 | 122 | 0.00 | 122 | +Inf | 12-31-2023 |
