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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS | COM | 201 | $306,927 | 3,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY ADVISOR NEW INSIGHTS I | ETF | 202 | $304,853 | 7,713 | 0.00 | 0.00 | -214 | -2.70 | 03-31-2024 |
| ISHARES U S | ETF | 203 | $300,372 | 2,345 | 0.00 | 0.00 | 150 | 6.83 | 03-31-2024 |
| ISHARES MSCI | ETF | 204 | $299,691 | 3,585 | 0.00 | 0.00 | -3,842 | -51.73 | 03-31-2024 |
