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 0-5 Year Tips | ETF | 651 | $7,934 | 80 | 0.00 | 80 | +Inf | 03-31-2024 | |
| Enbridge Inc | COM | 652 | $7,743 | 214 | 0.00 | 214 | +Inf | 03-31-2024 | |
| JP Morgan Chase & Co | COM | 653 | $7,681 | 307 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Dupont De Nemours Inc | COM | 654 | $7,667 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
