Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE OCEAN LLC | 04-17-2024 | 03-31-2024 | 476 | 943,599,353 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UnitedHealth Group Inc | COM | 101 | $458,858 | 928 | 0.00 | 0.00 | -344 | -27.04 | 03-31-2024 |
| Enterprise Products Partners | COM | 102 | $455,457 | 15,609 | 0.00 | 0.00 | 9,715 | 164.83 | 03-31-2024 |
| Schwab International Equity ETF | ETF | 103 | $455,246 | 11,667 | 0.00 | 0.00 | 3,635 | 45.26 | 03-31-2024 |
| Home Depot Inc | COM | 104 | $441,907 | 1,152 | 0.00 | 0.00 | -458 | -28.45 | 03-31-2024 |
