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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 201 | $47,898 | 404 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROSHARES TR | ULTSHT REAL EST | 202 | $46,797 | 3,093 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| OCCIDENTAL PETE CORP | COM | 203 | $46,642 | 740 | 0.00 | 0.00 | 1 | 0.14 | 06-30-2024 |
| MERCK & CO INC | COM | 204 | $46,177 | 373 | 0.00 | 0.00 | 358 | 2386.67 | 06-30-2024 |
