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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 401 | $21,398 | 104 | 0.00 | 104 | +Inf | 12-31-2023 | |
| NEUBERGER BERMAN MUN FD INC COM | CEF | 402 | $21,393 | 2,067 | 0.00 | 2,067 | +Inf | 12-31-2023 | |
| MACYS INC COM | Stock | 403 | $21,066 | 1,047 | 0.00 | 1,047 | +Inf | 12-31-2023 | |
| PHILIP MORRIS INTL INC COM | Stock | 404 | $20,980 | 223 | 0.00 | 223 | +Inf | 12-31-2023 |
