Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 351 | $170,060 | 2,885 | 0.00 | 0.00 | -118 | -3.93 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 352 | $168,554 | 2,074 | 0.00 | 0.00 | 860 | 70.84 | 12-31-2023 |
| AXALTA COATING SYS LTD | COM | 353 | $168,492 | 4,960 | 0.00 | 0.00 | 715 | 16.84 | 12-31-2023 |
| STERIS PLC | SHS USD | 354 | $167,917 | 764 | 0.00 | 0.00 | 333 | 77.26 | 12-31-2023 |
