Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORS OF TAMPA BAY LLC | 08-12-2024 | 06-30-2024 | 81 | 214,412,998 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 1 | $11,925,881 | 7,428 | 0.01 | 0.00 | -9,040 | -54.89 | 06-30-2024 |
| APPLE INC | COM | 2 | $10,354,505 | 49,162 | 0.00 | 0.00 | -51,660 | -51.24 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $9,190,192 | 20,562 | 0.00 | 0.00 | -22,794 | -52.57 | 06-30-2024 |
| WASTE MGMT INC DEL | COM | 4 | $7,349,361 | 34,449 | 0.00 | 0.00 | -36,981 | -51.77 | 06-30-2024 |
