Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEST FINANCIAL ADVISORS LLC | 04-11-2024 | 03-31-2024 | 154 | 466,161,838 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BAXTER INTL INC | COM | 201 | $8,548 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
S & T BANCORP INC | COM | 202 | $8,405 | 262 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PROCTER AND GAMBLE CO | COM | 203 | $8,113 | 50 | 0.00 | 0.00 | -56 | -52.83 | 03-31-2024 |
JOHNSON & JOHNSON | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 21 | 67.74 | 12-31-2023 |