Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| W ADVISORS LLC | 04-25-2024 | 03-31-2024 | 195 | 145,832,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 1 | $10,100,760 | 76,550 | 0.01 | 0.01 | -2,709 | -3.42 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 2 | $9,845,924 | 116,603 | 0.01 | 0.01 | 3,253 | 2.87 | 03-31-2024 |
| ISHARES TR | ESG MSCI LEADR | 3 | $6,837,723 | 72,858 | 0.00 | 0.00 | -3,250 | -4.27 | 03-31-2024 |
| APPLE INC | COM | 4 | $6,528,238 | 38,070 | 0.00 | 0.01 | 299 | 0.79 | 03-31-2024 |
