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  Name: TCWP LLC
  City: TAMPA
  State: FL
  Zip: 33607
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $37,594,000
  Total Value Change : $2,202,000
  Securities Held Change : 2
   
All Securities Held : 56
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 7
  Decreased Positions : 26

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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 57 Closed $0.00 $0 0 0% -203,000 -4,030 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 59 Closed $301.90 $0 0 0% -212,000 -720 0    Networking & Communic...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 58 Closed $91.22 $0 0 0% -227,000 -2,411 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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