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 MSCI TOTAL | 101 | $4,206,979 | 62,270 | 0.00 | 0.00 | 50 | 0.08 | 06-30-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GLOBAL X FDS | ARTIFICIAL ETF | 103 | $4,162,415 | 116,684 | 0.00 | 116,684 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | VALUE ETF | 104 | $4,091,683 | 25,347 | 0.00 | 0.00 | 855 | 3.49 | 06-30-2024 |
