Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WESTSIDE INVESTMENT MANAGEMENT INC | 04-19-2024 | 03-31-2024 | 1138 | 417,167,614 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES BIOTECHNOLOGY ETF | ETF | 51 | $1,934,148 | 14,098 | 0.00 | 0.00 | 750 | 5.62 | 03-31-2024 |
GILEAD SCIENCES INC | COM | 52 | $1,930,473 | 26,374 | 0.00 | 0.00 | -897 | -3.29 | 03-31-2024 |
VANGUARD TOTAL BOND MARKET ETF | ETF | 53 | $1,881,343 | 25,908 | 0.00 | 0.00 | -877 | -3.27 | 03-31-2024 |
ORACLE CORP | COM | 54 | $1,865,758 | 14,855 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |