Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST COAST FINANCIAL LLC | 04-12-2024 | 03-31-2024 | 162 | 824,249,356 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 101 | $688,422 | 4,660 | 0.00 | 0.00 | 600 | 14.78 | 03-31-2024 |
| CAVCO INDS INC DEL | COM | 102 | $678,402 | 1,700 | 0.00 | 0.00 | -74 | -4.17 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 103 | $662,069 | 17,210 | 0.00 | 0.00 | -1,330 | -7.17 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 104 | $636,566 | 9,960 | 0.00 | 0.00 | -150 | -1.48 | 03-31-2024 |
