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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 201 | $1,439,267 | 4,606 | 0.00 | 0.00 | 458 | 11.04 | 06-30-2024 |
| ISHARES TR | U.S. FINLS ETF | 202 | $1,438,015 | 15,206 | 0.00 | 0.00 | 192 | 1.28 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 203 | $1,427,642 | 24,640 | 0.00 | 0.00 | -3,294 | -11.79 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 204 | $1,395,170 | 13,821 | 0.00 | 13,821 | +Inf | 06-30-2024 |
