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 |
|---|---|---|---|---|---|---|---|---|---|
| TAPESTRY INC | COM | Liquidated | $0 | 0 | 0.00 | 116 | +Inf | 06-30-2024 | |
| GALLAGHER ARTHUR J & CO | COM | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 06-30-2024 | |
| MOHAWK INDS INC | COM | Liquidated | $0 | 0 | 0.00 | 42 | +Inf | 06-30-2024 | |
| GENTEX CORP | COM | Liquidated | $0 | 0 | 0.00 | 151 | +Inf | 06-30-2024 |
