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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 651 | $567 | 10 | 0.00 | 10 | +Inf | 06-30-2024 | |
| WISDOMTREE TR | US QTLY DIV GRT | 652 | $546 | 7 | 0.00 | 7 | +Inf | 06-30-2024 | |
| CNX RES CORP | COM | Liquidated | $0 | 0 | 0.00 | 23 | +Inf | 06-30-2024 | |
| ACACIA RESH CORP | ACACIA TCH COM | 654 | $501 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
