Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEST FINANCIAL ADVISORS LLC | 04-11-2024 | 03-31-2024 | 154 | 466,161,838 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | RUSSELL 2000 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORTEVA INC | COM | 102 | $75,145 | 1,303 | 0.00 | 0.00 | -249 | -16.04 | 03-31-2024 |
ABBOTT LABS | COM | 103 | $70,015 | 616 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TESLA INC | COM | 104 | $66,449 | 378 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |