Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | 08-13-2024 | 06-30-2024 | 491 | 1,986,346,632 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $158,091,163 | 288,893 | 0.01 | 0.01 | 53,087 | 22.51 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $143,058,419 | 285,027 | 0.01 | 0.01 | -5,304 | -1.83 | 06-30-2024 |
| APPLE INC | COM | 3 | $90,275,161 | 428,616 | 0.00 | 0.00 | 9,843 | 2.35 | 06-30-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 4 | $77,603,292 | 297,673 | 0.00 | 0.00 | 276,827 | 1327.96 | 06-30-2024 |
