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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 151 | $106,056 | 5,400 | 0.00 | 5,400 | +Inf | 06-30-2024 | |
| BOEING CO | COM | 152 | $101,926 | 560 | 0.00 | 0.00 | -19 | -3.28 | 06-30-2024 |
| CVS HEALTH CORP | COM | 153 | $101,208 | 1,714 | 0.00 | 0.00 | -45 | -2.56 | 06-30-2024 |
| ISHARES TR | ESG AWR MSCI USA | Liquidated | $0 | 0 | 0.00 | 874 | +Inf | 06-30-2024 |
