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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NATL RY CO | COM | 451 | $2,634 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
| MEDTRONIC PLC | SHS | 452 | $2,615 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
| JOHNSON CTLS INTL PLC | SHS | 453 | $2,613 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
| FIRST FINL BANKSHARES INC | COM | 454 | $2,592 | 79 | 0.00 | 79 | +Inf | 03-31-2024 |
