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 |
|---|---|---|---|---|---|---|---|---|---|
| CADENCE DESIGN SYSTEM INC COM | Stock | 401 | $2,179 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
| THE CIGNA GROUP COM | Stock | 402 | $2,179 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 403 | $2,167 | 44 | 0.00 | 44 | +Inf | 03-31-2024 | |
| GLACIER BANCORP INC NEW COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
