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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | ETF | 51 | $2,103,251 | 28,006 | 0.00 | 28,006 | +Inf | 12-31-2023 | |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 52 | $2,002,822 | 145,132 | 0.00 | 145,132 | +Inf | 12-31-2023 | |
| ISHARES CORE S&P 500 ETF | ETF | 53 | $1,986,452 | 4,159 | 0.00 | 4,159 | +Inf | 12-31-2023 | |
| HERSHEY CO COM | Stock | 54 | $1,963,213 | 10,530 | 0.00 | 10,530 | +Inf | 12-31-2023 |
