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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED RENTALS INC | COM | 401 | $269,465 | 374 | 0.00 | 0.00 | -50 | -11.79 | 03-31-2024 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 402 | $267,585 | 14,743 | 0.00 | 0.00 | -6,080 | -29.20 | 03-31-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | HEALTH CARE ETF | Liquidated | $0 | 0 | 0.00 | 9,770 | +Inf | 03-31-2024 | |
| AUTONATION INC | COM | 404 | $265,756 | 1,605 | 0.00 | 0.00 | 195 | 13.83 | 03-31-2024 |
