Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PASADENA PRIVATE WEALTH LLC | 01-10-2024 | 12-31-2023 | 153 | 409,727,134 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $640,845 | 2,225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OSI SYSTEMS INC | COM | 102 | $623,182 | 4,829 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 103 | $614,171 | 10,596 | 0.00 | 0.00 | -618 | -5.51 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 104 | $613,953 | 3,603 | 0.00 | 0.00 | 57 | 1.61 | 12-31-2023 |
