Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTOVER CAPITAL ADVISORS LLC | 02-06-2024 | 12-31-2023 | 171 | 307,258,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 301 | $287,944 | 2,616 | 0.00 | 0.00 | 171 | 6.99 | 12-31-2023 |
| PFIZER INC | COM | 302 | $287,353 | 9,981 | 0.00 | 0.00 | -1,560 | -13.52 | 12-31-2023 |
| ASTRAZENECA PLC | SPONSORED ADR | 303 | $285,969 | 4,246 | 0.00 | 0.00 | -15 | -0.35 | 12-31-2023 |
| DISNEY WALT CO | COM | Liquidated | $0 | 0 | 0.00 | 3,473 | +Inf | 12-31-2023 |
