Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REALTA INVESTMENT ADVISORS | 04-18-2024 | 03-31-2024 | 800 | 485,174,275 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC24 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | NUVEEN BLOOMBERG | Liquidated | $3,271 | 127 | 0.00 | 0.00 | 127 | +Inf | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | 1103 | $3,255 | 101 | 0.00 | 101 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | AGING POPULATION | Liquidated | $3,079 | 102 | 0.00 | 0.00 | 102 | +Inf | 03-31-2024 |
