Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC | SPON ADS | 601 | $44,918 | 5,458 | 0.00 | 0.00 | 4,478 | 456.94 | 12-31-2023 |
| ENCOMPASS HEALTH CORP | COM | 602 | $44,338 | 665 | 0.00 | 0.00 | 590 | 786.67 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 603 | $44,218 | 862 | 0.00 | 0.00 | -677 | -43.99 | 12-31-2023 |
| INSPERITY INC | COM | 604 | $43,922 | 375 | 0.00 | 0.00 | 313 | 504.84 | 12-31-2023 |
