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 |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC CLASS A | COM | 1001 | $3,928 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DOVER CORP | COM | 1002 | $3,898 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FRANKLIN MUTUAL US MID | ETF | Liquidated | $0 | 0 | 0.00 | 123 | +Inf | 12-31-2023 | |
| COMPASS PATHWAYS ADR FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ADR | 1004 | $3,872 | 400 | 0.00 | 400 | +Inf | 03-31-2024 |
