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 |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 251 | $28,033 | 675 | 0.00 | 0.00 | -11 | -1.60 | 06-30-2024 |
| STARBUCKS CORP | COM | 252 | $27,948 | 359 | 0.00 | 0.00 | 286 | 391.78 | 06-30-2024 |
| JABIL INC | COM | 253 | $27,198 | 250 | 0.00 | 0.00 | -15 | -5.66 | 06-30-2024 |
| ALTRIA GROUP INC | COM | 254 | $27,193 | 597 | 0.00 | 0.00 | -46 | -7.15 | 06-30-2024 |
