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 |
|---|---|---|---|---|---|---|---|---|---|
| CNA FINL CORP COM | Stock | 351 | $4,772 | 105 | 0.00 | 0.00 | 1 | 0.96 | 03-31-2024 |
| SHERWIN WILLIAMS CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FASTENAL CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
