Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | 0-5 HIGH YIELD | 301 | $12,000 | 135 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| HARLEY DAVIDSON INC | COM | 302 | $11,000 | 315 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| COHEN & STEERS SELECT PFD & | COM | 303 | $11,000 | 592 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| AMER STATES WTR CO | COM | 304 | $11,000 | 137 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
