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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | 201 | $47,226 | 1,256 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GILEAD SCIENCES INC | COM | 202 | $47,073 | 581 | 0.00 | 0.00 | 3 | 0.52 | 12-31-2023 |
| KEYSIGHT TECHNOLOGIES INC | COM | 203 | $46,932 | 295 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 204 | $45,609 | 1,500 | 0.00 | 0.00 | 40 | 2.74 | 12-31-2023 |
