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 |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 70 | 8.55 | 03-31-2024 |
| BHP GROUP LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | -649 | -17.06 | 03-31-2024 |
| QUALCOMM INC | COM | Liquidated | $214,070 | 1,264 | 0.00 | 0.00 | 1,264 | +Inf | 03-31-2024 |
| CHUBB LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 944 | +Inf | 03-31-2024 |
