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 |
|---|---|---|---|---|---|---|---|---|---|
| LENNAR CORP | CL A | 901 | $12,861 | 86 | 0.00 | 0.00 | 3 | 3.61 | 12-31-2023 |
| SPDR SER TR | S&P REGL BKG | 902 | $12,793 | 244 | 0.00 | 0.00 | -428 | -63.69 | 12-31-2023 |
| MARATHON OIL CORP | COM | 903 | $12,732 | 527 | 0.00 | 0.00 | 210 | 66.25 | 12-31-2023 |
| WIPRO LTD | SPON ADR 1 SH | 904 | $12,556 | 2,254 | 0.00 | 0.00 | 1,682 | 294.06 | 12-31-2023 |
