Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE OCEAN LLC | 04-17-2024 | 03-31-2024 | 476 | 943,599,353 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AstraZeneca PLC ADR | COM | 701 | $5,962 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Aegon NV | COM | 702 | $5,832 | 964 | 0.00 | 964 | +Inf | 03-31-2024 | |
| Crown Castle International Corp | COM | 703 | $5,821 | 55 | 0.00 | 0.00 | -336 | -85.93 | 03-31-2024 |
| Freeport McMoran Copper & Gold Inc | COM | 704 | $5,736 | 122 | 0.00 | 122 | +Inf | 03-31-2024 |
