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 |
|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCERE HLDGS LTD | COM | 151 | $71,684 | 305 | 0.00 | 305 | +Inf | 03-31-2024 | |
| DISCOVER FINL SVCS | COM | 152 | $70,658 | 539 | 0.00 | 539 | +Inf | 03-31-2024 | |
| TJX COS INC NEW | COM | 153 | $70,385 | 694 | 0.00 | 694 | +Inf | 03-31-2024 | |
| CARDINAL HEALTH INC | COM | 154 | $70,049 | 626 | 0.00 | 626 | +Inf | 03-31-2024 |
