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 | MSCI USA VALUE | 301 | $833,991 | 8,061 | 0.00 | 0.00 | -370 | -4.39 | 06-30-2024 |
| ISHARES TR | IBONDS DEC24 ETF | 302 | $828,260 | 32,959 | 0.00 | 0.00 | -140,329 | -80.98 | 06-30-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 303 | $827,901 | 4,688 | 0.00 | 4,688 | +Inf | 06-30-2024 | |
| ISHARES TR | 10-20 YR TRS ETF | 304 | $822,822 | 8,012 | 0.00 | 0.00 | 4,820 | 151.00 | 06-30-2024 |
