Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| W ADVISORS LLC | 04-25-2024 | 03-31-2024 | 195 | 145,832,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 101 | $321,726 | 2,113 | 0.00 | 0.00 | 10 | 0.48 | 03-31-2024 |
| AUTOZONE INC | COM | 102 | $315,165 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 103 | $305,336 | 1,740 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
| ISHARES TR | GLOB HLTHCRE ETF | Liquidated | $0 | 0 | 0.00 | 3,661 | +Inf | 12-31-2023 |
