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 Russell Top 200 ETF | ETF | 451 | $21,610 | 170 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Waste Management Inc | COM | 452 | $21,315 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Raytheon Technologies Co | COM | 453 | $21,262 | 218 | 0.00 | 0.00 | -728 | -76.96 | 03-31-2024 |
| Powershares Info Tech ETF | ETF | 454 | $20,880 | 450 | 0.00 | 0.00 | 300 | 200.00 | 03-31-2024 |
