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 |
|---|---|---|---|---|---|---|---|---|---|
| US TREASURY 3 MONTH BILLETF | ETF | 451 | $58,999 | 1,180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY ADVISOR BALANCED A | ETF | 452 | $58,532 | 2,082 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMARIN CORP | COM | 453 | $58,111 | 65,235 | 0.00 | 0.00 | -54,250 | -45.40 | 03-31-2024 |
| AMERICAN FUNDS INVMT CO OF AMER A | ETF | 454 | $57,921 | 1,044 | 0.00 | 1,044 | +Inf | 03-31-2024 |
