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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW | CL A | 401 | $7,545 | 112 | 0.00 | 112 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS 2000 VAL ETF | 402 | $7,463 | 49 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FREEPORT-MCMORAN INC | CL B | 403 | $7,387 | 152 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MARTIN MARIETTA MATLS INC | COM | Liquidated | $0 | 0 | 0.00 | 12 | +Inf | 06-30-2024 |
