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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 301 | $15,285 | 32 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 302 | $15,251 | 282 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN TOWER CORP NEW | COM | 303 | $15,112 | 70 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BAXTER INTL INC | COM | 304 | $14,343 | 371 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
