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 |
|---|---|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARATHON PETE CORP | COM | 252 | $500,802 | 2,485 | 0.00 | 0.00 | 99 | 4.15 | 03-31-2024 |
| LAM RESEARCH CORP | COM | 253 | $499,704 | 514 | 0.00 | 0.00 | -15 | -2.84 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 254 | $497,621 | 7,390 | 0.00 | 0.00 | 4 | 0.05 | 03-31-2024 |
