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 |
|---|---|---|---|---|---|---|---|---|---|
| ZSCALER INC COM | Stock | 451 | $17,282 | 78 | 0.00 | 78 | +Inf | 12-31-2023 | |
| ACELRX PHARMACEUTICALS INC COM NEW | Stock | 452 | $17,273 | 23,500 | 0.00 | 23,500 | +Inf | 12-31-2023 | |
| ORGANON & CO COMMON STOCK | Stock | 453 | $17,261 | 1,197 | 0.00 | 1,197 | +Inf | 12-31-2023 | |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 454 | $17,226 | 113 | 0.00 | 113 | +Inf | 12-31-2023 |
