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 |
|---|---|---|---|---|---|---|---|---|---|
| F5 INC | COM | 201 | $36,212 | 191 | 0.00 | 191 | +Inf | 03-31-2024 | |
| MGIC INVT CORP WIS | COM | 202 | $35,597 | 1,592 | 0.00 | 1,592 | +Inf | 03-31-2024 | |
| JABIL INC | COM | 203 | $35,497 | 265 | 0.00 | 265 | +Inf | 03-31-2024 | |
| DUKE ENERGY CORP NEW | COM NEW | 204 | $35,202 | 364 | 0.00 | 364 | +Inf | 03-31-2024 |
