Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEST CHESTER CAPITAL ADVISORS INC | 11-09-2023 | 09-30-2023 | 48 | 54,129,770 |
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 |