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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 251 | $1,080,128 | 7,893 | 0.00 | 0.00 | -711 | -8.26 | 06-30-2024 |
| ISHARES TR | IBONDS 2026 TERM | 252 | $1,074,983 | 46,922 | 0.00 | 0.00 | -70,065 | -59.89 | 06-30-2024 |
| ISHARES TR | MSCI USA MMENTM | 253 | $1,059,759 | 5,438 | 0.00 | 0.00 | -794 | -12.74 | 06-30-2024 |
| READY CAPITAL CORP | COM | 254 | $1,053,063 | 124,182 | 0.00 | 0.00 | -7,248 | -5.51 | 06-30-2024 |
