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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 51 | $703,906 | 6,105 | 0.00 | 0.00 | 3 | 0.05 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 52 | $696,890 | 8,338 | 0.00 | 0.00 | -3,004 | -26.49 | 03-31-2024 |
| SHELL PLC | SPON ADS | 53 | $654,579 | 9,764 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 54 | $627,053 | 14,944 | 0.00 | 0.00 | 72 | 0.48 | 03-31-2024 |
