Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST COAST FINANCIAL LLC | 04-12-2024 | 03-31-2024 | 162 | 824,249,356 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | COM | 151 | $347,742 | 1,511 | 0.00 | 0.00 | 302 | 24.98 | 03-31-2024 |
| AMAZON COM INC | COM | 152 | $345,247 | 1,914 | 0.00 | 0.00 | 14 | 0.74 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 153 | $339,657 | 1,719 | 0.00 | 0.00 | 270 | 18.63 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 154 | $334,871 | 3,655 | 0.00 | 0.00 | -275 | -7.00 | 03-31-2024 |
