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 |
|---|---|---|---|---|---|---|---|---|---|
| NETAPP INC COM | Stock | 651 | $4,937 | 56 | 0.00 | 56 | +Inf | 12-31-2023 | |
| SEALED AIR CORP NEW COM | Stock | 652 | $4,930 | 135 | 0.00 | 135 | +Inf | 12-31-2023 | |
| ALBEMARLE CORP COM | Stock | 653 | $4,912 | 34 | 0.00 | 34 | +Inf | 12-31-2023 | |
| MONGODB INC CL A | Stock | 654 | $4,906 | 12 | 0.00 | 12 | +Inf | 12-31-2023 |
