Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTERN PACIFIC WEALTH MANAGEMENT LP | 05-07-2024 | 03-31-2024 | 303 | 137,857,772 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A | Stock | 301 | $11,857 | 329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 302 | $11,146 | 220 | 0.00 | 0.00 | 69 | 45.70 | 03-31-2024 |
| NOVO-NORDISK A S ADR | ADR | 303 | $10,272 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD REAL ESTATE ETF | ETF | 304 | $10,205 | 118 | 0.00 | 118 | +Inf | 03-31-2024 |
