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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC COM | Stock | 251 | $58,478 | 720 | 0.00 | 720 | +Inf | 12-31-2023 | |
| BLACKSTONE INC COM | Stock | 252 | $58,259 | 445 | 0.00 | 445 | +Inf | 12-31-2023 | |
| CROWDSTRIKE HLDGS INC CL A | Stock | 253 | $57,958 | 227 | 0.00 | 227 | +Inf | 12-31-2023 | |
| MARRIOTT INTL INC NEW CL A | Stock | 254 | $57,956 | 257 | 0.00 | 257 | +Inf | 12-31-2023 |
