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 |
|---|---|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS TRU | EMQQ EM INTERN | Liquidated | $0 | 0 | 0.00 | 0.00 | -600 | -3.29 | 06-30-2024 |
| ISHARES TR | IBONDS 27 ETF | 402 | $550,878 | 23,214 | 0.00 | 0.00 | -11,880 | -33.85 | 06-30-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 403 | $543,074 | 4,498 | 0.00 | 0.00 | 568 | 14.45 | 06-30-2024 |
| EMCOR GROUP INC | COM | 404 | $539,588 | 1,478 | 0.00 | 0.00 | -272 | -15.54 | 06-30-2024 |
