Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST AMERICAN TRUST FSB | 01-30-2024 | 12-31-2023 | 295 | 808,009,729 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK VECTORS | UNIT INV TR NON | Liquidated | $0 | 0 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2023 |
| DEERE & COMPANY | COMMON STOCK | 152 | $570,429 | 1,427 | 0.00 | 0.00 | 128 | 9.85 | 12-31-2023 |
| SPDR | UNIT INV TRUST | 153 | $562,633 | 5,939 | 0.00 | 5,939 | +Inf | 12-31-2023 | |
| ISHARES | UNIT INVESTMENT | 154 | $542,785 | 7,714 | 0.00 | 7,714 | +Inf | 12-31-2023 |
