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 |
|---|---|---|---|---|---|---|---|---|---|
| CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 701 | $3,451 | 303 | 0.00 | 303 | +Inf | 12-31-2023 | |
| AVERY DENNISON CORP COM | Stock | 702 | $3,437 | 17 | 0.00 | 17 | +Inf | 12-31-2023 | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 703 | $3,425 | 56 | 0.00 | 56 | +Inf | 12-31-2023 | |
| GAMING & LEISURE PPTYS INC COM | REIT | 704 | $3,405 | 69 | 0.00 | 69 | +Inf | 12-31-2023 |
