Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TCWP LLC | 02-14-2024 | 12-31-2023 | 54 | 35,389,258 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | RUS 1000 GRW ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 784 | 3.71 | 12-31-2023 |