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 |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR GEN CORP NEW | COM | 401 | $3,745 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
| KYNDRYL HLDGS INC | COMMON STOCK | 402 | $3,743 | 172 | 0.00 | 172 | +Inf | 03-31-2024 | |
| ISHARES TR | 20 YR TR BD ETF | 403 | $3,690 | 39 | 0.00 | 39 | +Inf | 03-31-2024 | |
| SOUTHSTATE CORPORATION | COM | 404 | $3,656 | 43 | 0.00 | 43 | +Inf | 03-31-2024 |
