Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST FINANCIAL ADVISORS LLC | 04-11-2024 | 03-31-2024 | 154 | 466,161,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 251 | $3,729 | 203 | 0.00 | 0.00 | 3 | 1.50 | 03-31-2024 |
| CHEMOURS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIGITAL RLTY TR INC | COM | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 12-31-2023 | |
| YUM CHINA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
