Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WP ADVISORS LLC | 01-31-2024 | 12-31-2023 | 104 | 270,137,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 51 | $1,442,225 | 30,109 | 0.00 | 0.00 | 5,709 | 23.40 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 52 | $1,407,103 | 12,999 | 0.00 | 0.00 | 124 | 0.96 | 12-31-2023 |
| BP PLC | SPONSORED ADR | 53 | $1,385,070 | 39,126 | 0.00 | 0.00 | -2,995 | -7.11 | 12-31-2023 |
| AMGEN INC | COM | 54 | $1,282,908 | 4,454 | 0.00 | 0.00 | -187 | -4.03 | 12-31-2023 |
