Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTSIDE INVESTMENT MANAGEMENT INC | 04-19-2024 | 03-31-2024 | 1138 | 417,167,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 101 | $1,062,659 | 2,106 | 0.00 | 0.00 | -20 | -0.94 | 03-31-2024 |
| ISHARES MSCI | ETF | 102 | $1,053,303 | 19,362 | 0.00 | 0.00 | 625 | 3.34 | 03-31-2024 |
| SELECT SECTOR SPDR TR SBI INT-UTILS | ETF | 103 | $1,030,017 | 15,694 | 0.00 | 0.00 | 1,650 | 11.75 | 03-31-2024 |
| SNOWFLAKE INC CLASS A | COM | 104 | $1,023,657 | 6,348 | 0.00 | 0.00 | -100 | -1.55 | 03-31-2024 |
