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 |
|---|---|---|---|---|---|---|---|---|---|
| UPSTART HLDGS INC | COM | 351 | $108,173 | 4,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCKESSON CORP | COM | 352 | $107,370 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BIOMARIN PHARMACEUTICAL | COM | 353 | $105,681 | 1,210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | ETF | 354 | $105,164 | 265 | 0.00 | 0.00 | 130 | 96.30 | 03-31-2024 |
