Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 02-08-2024 | 12-31-2023 | 122 | 772,869,334 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | 51 | $4,759,536 | 77,504 | 0.00 | 0.00 | -5,581 | -6.72 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 52 | $4,473,116 | 45,069 | 0.00 | 0.00 | 3,092 | 7.37 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 53 | $4,461,645 | 9,009 | 0.00 | 0.00 | 874 | 10.74 | 12-31-2023 |
| ALASKA AIR GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 38 | 0.03 | 12-31-2023 |
