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
AGNC INVT CORP COM REIT 501 $13,420 1,368 0.00 1,368 +Inf 12-31-2023
PAR PAC HOLDINGS INC COM NEW Stock 502 $13,384 368 0.00 368 +Inf 12-31-2023
TRACTOR SUPPLY CO COM Stock 503 $13,332 62 0.00 62 +Inf 12-31-2023
SPLUNK INC COM Stock 504 $13,254 87 0.00 87 +Inf 12-31-2023
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