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 |
|---|---|---|---|---|---|---|---|---|---|
| CURTISS WRIGHT CORP | COM | 351 | $11,923 | 44 | 0.00 | 44 | +Inf | 06-30-2024 | |
| WILLIAMS COS INC | COM | 352 | $11,858 | 279 | 0.00 | 279 | +Inf | 06-30-2024 | |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | 353 | $11,715 | 271 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ROSS STORES INC | COM | Liquidated | $0 | 0 | 0.00 | 79 | +Inf | 06-30-2024 |
