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 |
|---|---|---|---|---|---|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L | COM | Liquidated | $0 | 0 | 0.00 | 11,750 | +Inf | 06-30-2024 | |
| DUFF & PHELPS UTLITY AND INF | COM | 102 | $314,560 | 32,000 | 0.00 | 32,000 | +Inf | 06-30-2024 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | Liquidated | $0 | 0 | 0.00 | 0.14 | -1,300 | -40.62 | 06-30-2024 |
| ISHARES TR | EXPANDED TECH | 104 | $289,812 | 3,335 | 0.00 | 0.00 | 1,343 | 67.42 | 06-30-2024 |
