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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN ESG | ETF | 801 | $10,398 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS | ETF | 802 | $10,379 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXPEDIA GROUP | COM | 803 | $10,331 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 804 | $10,323 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
