Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEST CHESTER CAPITAL ADVISORS INC 11-09-2023 09-30-2023 48 54,129,770
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $21,889,883 55,742 0.04 0.04 3,852 7.42 09-30-2023
LIVE OAK BANCSHARES INC COM 2 $3,252,358 112,344 0.01 0.01 0 0.00 09-30-2023
APPLE INC COM 3 $2,220,764 12,971 0.00 0.00 -263 -1.99 09-30-2023
AMERISERV FINL INC COM 4 $1,903,365 718,251 0.00 0.00 424 0.06 09-30-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6