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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | COM | 301 | $386,092 | 2,232 | 0.00 | 0.00 | 287 | 14.76 | 03-31-2024 |
| MONSTER BEVERAGE CORP NEW | COM | 302 | $385,379 | 6,501 | 0.00 | 0.00 | 231 | 3.68 | 03-31-2024 |
| DEVON ENERGY CORP NEW | COM | 303 | $385,361 | 7,680 | 0.00 | 0.00 | -368 | -4.57 | 03-31-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 304 | $382,973 | 9,095 | 0.00 | 0.00 | -281 | -3.00 | 03-31-2024 |
