Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 490 | 1,885,664,531 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $139,562,262 | 290,331 | 0.01 | 0.01 | 15,177 | 5.52 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $123,970,265 | 235,806 | 0.01 | 0.01 | 8,113 | 3.56 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $102,723,021 | 195,876 | 0.01 | 0.00 | 34,968 | 21.73 | 03-31-2024 |
| APPLE INC | COM | 4 | $71,811,227 | 418,773 | 0.00 | 0.00 | 6,326 | 1.53 | 03-31-2024 |
