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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | COM | 701 | $17,388 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ULTA BEAUTY | COM | 702 | $17,255 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REGIONS FINANCIAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DARDEN RESTAURANTS | COM | 704 | $16,724 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |
