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 |
|---|---|---|---|---|---|---|---|---|---|
| STARWOOD PPTY TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 90,360 | 836.67 | 06-30-2024 |
| EVEREST GROUP LTD | COM | 152 | $2,318,126 | 6,084 | 0.00 | 0.00 | -31 | -0.51 | 06-30-2024 |
| ISHARES TR | MSCI USA MIN VOL | 153 | $2,279,418 | 27,149 | 0.00 | 0.00 | -4,543 | -14.33 | 06-30-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 154 | $2,268,738 | 13,118 | 0.00 | 0.00 | -1,382 | -9.53 | 06-30-2024 |
