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 INC | MSCI AUST ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | PFD AND INCM SEC | 452 | $435,611 | 13,807 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SHELL PLC | SPON ADS | 453 | $432,859 | 5,997 | 0.00 | 0.00 | -221 | -3.55 | 06-30-2024 |
| WP CAREY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -369 | -4.68 | 06-30-2024 |
