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 |
|---|---|---|---|---|---|---|---|---|---|
| ENDAVA PLC ADS | ADR | 801 | $1,791 | 23 | 0.00 | 23 | +Inf | 12-31-2023 | |
| NEWMONT CORP COM | Stock | 802 | $1,780 | 43 | 0.00 | 43 | +Inf | 12-31-2023 | |
| NUCANA PLC SPONSORED ADR | ADR | 803 | $1,735 | 5,866 | 0.00 | 5,866 | +Inf | 12-31-2023 | |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 804 | $1,711 | 22 | 0.00 | 22 | +Inf | 12-31-2023 |
