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 |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | COM | 351 | $659,203 | 5,984 | 0.00 | 0.00 | -805 | -11.86 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 352 | $659,091 | 10,007 | 0.00 | 0.00 | 1,896 | 23.38 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 353 | $657,612 | 2,739 | 0.00 | 0.00 | 222 | 8.82 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 354 | $657,210 | 1,407 | 0.00 | 0.00 | -217 | -13.36 | 06-30-2024 |
