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 |
|---|---|---|---|---|---|---|---|---|---|
| ANSYS INC | COM | 501 | $4,180 | 13 | 0.00 | 13 | +Inf | 06-30-2024 | |
| FULLER H B CO | COM | Liquidated | $0 | 0 | 0.00 | 52 | +Inf | 06-30-2024 | |
| DEERE & CO | COM | 503 | $4,110 | 11 | 0.00 | 11 | +Inf | 06-30-2024 | |
| AZENTA INC | COM | Liquidated | $0 | 0 | 0.00 | 68 | +Inf | 06-30-2024 |
