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 |
|---|---|---|---|---|---|---|---|---|---|
| MASIMO CORP COM | Stock | 751 | $2,461 | 21 | 0.00 | 21 | +Inf | 12-31-2023 | |
| BILL HOLDINGS INC COM | Stock | 752 | $2,448 | 30 | 0.00 | 30 | +Inf | 12-31-2023 | |
| APPFOLIO INC COM CL A | Stock | 753 | $2,425 | 14 | 0.00 | 14 | +Inf | 12-31-2023 | |
| AMCOR PLC ORD | Stock | 754 | $2,410 | 250 | 0.00 | 250 | +Inf | 12-31-2023 |
