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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERDIGITAL INC | COM | 151 | $507,601 | 4,768 | 0.00 | 0.00 | -10 | -0.21 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 152 | $500,871 | 4,307 | 0.00 | 0.00 | 100 | 2.38 | 03-31-2024 |
| ISHARES MORGSTAR MID CAPGRO ETF | ETF | 153 | $494,989 | 7,032 | 0.00 | 0.00 | 3,864 | 121.97 | 03-31-2024 |
| CHEVRON CORP | COM | 154 | $493,048 | 3,124 | 0.00 | 0.00 | 655 | 26.53 | 03-31-2024 |
