Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REALTA INVESTMENT ADVISORS | 04-18-2024 | 03-31-2024 | 800 | 485,174,275 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CYBERSECURITY | 201 | $635,895 | 13,573 | 0.00 | 0.00 | 7,000 | 106.50 | 03-31-2024 |
ISHARES TR | INDIA 50 ETF | 202 | $633,747 | 12,564 | 0.00 | 0.00 | 208 | 1.68 | 03-31-2024 |
INTUITIVE SURGICAL INC | COM NEW | 203 | $633,356 | 1,587 | 0.00 | 0.00 | 102 | 6.87 | 03-31-2024 |
ISHARES TR | FLTG RATE NT ETF | 204 | $631,402 | 12,366 | 0.00 | 0.00 | -197 | -1.57 | 03-31-2024 |