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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares JP Morgan EM Bond | ETF | 351 | $42,773 | 477 | 0.00 | 0.00 | -4,244 | -89.90 | 03-31-2024 |
| PNC Financial Services Group Inc | COM | 352 | $42,339 | 262 | 0.00 | 0.00 | 40 | 18.02 | 03-31-2024 |
| Consumer Discret Sel Sect SPDR ETF | ETF | 353 | $40,824 | 222 | 0.00 | 0.00 | 8 | 3.74 | 03-31-2024 |
| Schwab 1000 ETF | ETF | 354 | $40,361 | 797 | 0.00 | 0.00 | 340 | 74.40 | 03-31-2024 |
