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 |
|---|---|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT | COM | 751 | $13,298 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BAIRD CORE PLUS BOND INV | BOND | 752 | $13,189 | 1,258 | 0.00 | 1,258 | +Inf | 03-31-2024 | |
| GLOBAL INDUSTRIAL CO | COM | 753 | $13,185 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| ISHARES MORNINGSTAR | ETF | 754 | $13,151 | 171 | 0.00 | 0.00 | 1 | 0.59 | 03-31-2024 |
