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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 301 | $17,678 | 139 | 0.00 | 0.00 | 42 | 43.30 | 06-30-2024 |
| MORGAN STANLEY | COM NEW | 302 | $17,591 | 181 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KKR & CO INC | COM | 303 | $17,575 | 167 | 0.00 | 0.00 | 132 | 377.14 | 06-30-2024 |
| QUANTA SVCS INC | COM | 304 | $17,532 | 69 | 0.00 | 69 | +Inf | 06-30-2024 |
