Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS INC | 05-13-2024 | 03-31-2024 | 519 | 424,677,079 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MPLX LP | COM UNIT REP LTD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHIPOTLE MEXICAN GRILL INC | COM | 102 | $203,474 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
| RTX CORPORATION | COM | 103 | $200,522 | 2,056 | 0.00 | 2,056 | +Inf | 03-31-2024 | |
| AMGEN INC | COM | 104 | $197,318 | 694 | 0.00 | 694 | +Inf | 03-31-2024 |
