Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CENTER FOR FINANCIAL SERVICES | 02-16-2024 | 12-31-2023 | 412 | 317,148,067 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 151 | $84,303 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HP INC | COM | 152 | $83,771 | 2,784 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AGILENT TECHNOLOGIES INC | COM | 153 | $82,028 | 590 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PHILIP MORRIS INTL INC | COM | 154 | $79,498 | 845 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
