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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 601 | $6,801 | 66 | 0.00 | 66 | +Inf | 12-31-2023 | |
| KINSALE CAP GROUP INC COM | Stock | 602 | $6,698 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
| TARGA RES CORP COM | Stock | 603 | $6,689 | 77 | 0.00 | 77 | +Inf | 12-31-2023 | |
| STAG INDL INC COM | REIT | 604 | $6,517 | 166 | 0.00 | 166 | +Inf | 12-31-2023 |
