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  Name: TCWP LLC
  City: TAMPA
  State: FL
  Zip: 33607
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $35,392,000
  Total Value Change : $-95,911,000
  Securities Held Change : -49
   
All Securities Held : 54
  New Positions : 2
  Closed Positions : 53
  Increased Positions : 14
  Unchanged Positions : 1
  Decreased Positions : 37

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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 24 New $248.71 $513,000 2,204 1.45% 513,000 2,204 0.001    Closed - End Fund - E...
   (LCTD)1 Year Chart         LCTD Blackrock World Exus Crbn T... 30 New $0.00 $371,000 8,474 1.05% 371,000 8,474 0.067    N/A

      2 Records Found
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