Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REALTA INVESTMENT ADVISORS | 04-18-2024 | 03-31-2024 | 800 | 485,174,275 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | 901 | $19,125 | 339 | 0.00 | 339 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | Liquidated | $18,827 | 580 | 0.00 | 0.00 | 580 | +Inf | 03-31-2024 |
| SPDR SER TR | BBG CONV SEC ETF | Liquidated | $18,641 | 255 | 0.00 | 0.00 | 255 | +Inf | 03-31-2024 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 904 | $18,630 | 690 | 0.00 | 690 | +Inf | 03-31-2024 |
