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 |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 128 | +Inf | 06-30-2024 | |
| CAMPING WORLD HLDGS INC | CL A | 602 | $1,786 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TG THERAPEUTICS INC | COM | 603 | $1,779 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| BORGWARNER INC | COM | Liquidated | $0 | 0 | 0.00 | 51 | +Inf | 06-30-2024 |
