Turtle Creek Wealth Advisors, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $655,431 | 28,106 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $626,763 | 28,106 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $610,181 | 28,106 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $533,732 | 28,106 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $567,741 | 28,106 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $605,965 | 28,106 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $603,997 | 28,106 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $447,027 | 22,901 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $112,228 | 6,337 | Shares | Sole | 2024-01-26 |