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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GRWT ALLOCAT ETF | 51 | $1,029,621 | 18,282 | 0.00 | 0.00 | -6,106 | -25.04 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 52 | $873,508 | 7,354 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VISA INC | COM CL A | 53 | $831,767 | 3,169 | 0.00 | 0.00 | 328 | 11.55 | 06-30-2024 |
| TESLA INC | COM | 54 | $824,036 | 4,164 | 0.00 | 0.00 | 781 | 23.09 | 06-30-2024 |
