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 |
|---|---|---|---|---|---|---|---|---|---|
| GENUINE PARTS CO COM | Stock | 201 | $97,781 | 706 | 0.00 | 706 | +Inf | 12-31-2023 | |
| EMERSON ELEC CO COM | Stock | 202 | $97,330 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
| PFIZER INC COM | Stock | 203 | $97,310 | 3,380 | 0.00 | 3,380 | +Inf | 12-31-2023 | |
| BOSTON SCIENTIFIC CORP COM | Stock | 204 | $96,774 | 1,674 | 0.00 | 1,674 | +Inf | 12-31-2023 |
