Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WP ADVISORS LLC | 05-08-2024 | 03-31-2024 | 105 | 304,824,904 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $30,836,326 | 179,825 | 0.01 | 0.01 | -2,264 | -1.24 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | 2 | $25,743,870 | 479,759 | 0.01 | 0.01 | 2,560 | 0.54 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $21,840,968 | 51,938 | 0.01 | 0.01 | -21 | -0.04 | 03-31-2024 |
| META PLATFORMS INC | CL A | 4 | $16,773,384 | 34,543 | 0.01 | 0.00 | -3,346 | -8.83 | 03-31-2024 |
