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 |
|---|---|---|---|---|---|---|---|---|---|
| Equity Residential | COM | 501 | $15,778 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Ishares Msci Intl Value | ETF | 502 | $15,244 | 540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BHP Billiton Ltd ADR | COM | 503 | $14,711 | 255 | 0.00 | 255 | +Inf | 03-31-2024 | |
| American Tower Corp A | COM | 504 | $14,279 | 72 | 0.00 | 0.00 | -52 | -41.94 | 03-31-2024 |
