Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS INC | 08-05-2024 | 06-30-2024 | 543 | 547,853,011 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $246,836 | 790 | 0.00 | 0.00 | 96 | 13.83 | 06-30-2024 |
| SPDR SER TR | BBG CONV SEC ETF | 102 | $246,433 | 3,420 | 0.00 | 0.00 | 5 | 0.15 | 06-30-2024 |
| EA SERIES TRUST | STRIVE 500 ETF | 103 | $245,734 | 7,027 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NETFLIX INC | COM | 104 | $242,957 | 360 | 0.00 | 360 | +Inf | 06-30-2024 |
