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 |
|---|---|---|---|---|---|---|---|---|---|
| Bank Marin Corte Madera Ca | COM | 301 | $53,742 | 3,205 | 0.00 | 0.00 | 116 | 3.76 | 03-31-2024 |
| Wisdomtree Tr US Smallcap Divd | ETF | 302 | $53,138 | 1,626 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Expedia Inc | COM | 303 | $52,621 | 382 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Health Care Select Sector SPDR ETF | ETF | 304 | $52,001 | 352 | 0.00 | 0.00 | 21 | 6.34 | 03-31-2024 |
