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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYIELD QUALITY | COM | 551 | $201,529 | 19,175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENUINE PARTS CO | COM | 552 | $201,409 | 1,300 | 0.00 | 0.00 | -424 | -24.59 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | Liquidated | $201,162 | 633 | 0.00 | 0.00 | 633 | +Inf | 03-31-2024 |
| BLACKROCK MUNICIPAL INCOME | COM | 554 | $200,353 | 16,613 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
