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 |
|---|---|---|---|---|---|---|---|---|---|
| Keysight Technologies Inc Com | COM | 801 | $2,971 | 19 | 0.00 | 0.00 | -10 | -34.48 | 03-31-2024 |
| Dow Chemical Co | COM | 802 | $2,549 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares 1-3 Year Treasury Bond ETF | ETF | 803 | $2,535 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IShares Intermediate-Term Corp Bd ETF | ETF | 804 | $2,528 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
