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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUIFAX INC | COM | 751 | $23,988 | 97 | 0.00 | 0.00 | 3 | 3.19 | 12-31-2023 |
| AVANGRID INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 2.04 | 12-31-2023 |
| CONAGRA BRANDS INC | COM | 753 | $23,864 | 833 | 0.00 | 0.00 | 201 | 31.80 | 12-31-2023 |
| PEAKSTONE REALTY TRUST | COMMON SHARES | 754 | $23,598 | 1,184 | 0.00 | 1,184 | +Inf | 12-31-2023 |
