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 | RUS MID CAP ETF | 51 | $8,473,610 | 104,509 | 0.00 | 0.00 | -77,489 | -42.58 | 06-30-2024 |
| HOME DEPOT INC | COM | 52 | $8,356,211 | 24,274 | 0.00 | 0.00 | -323 | -1.31 | 06-30-2024 |
| JPMORGAN CHASE & CO. | COM | 53 | $8,048,950 | 39,795 | 0.00 | 0.00 | 783 | 2.01 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 54 | $7,947,348 | 174,360 | 0.00 | 0.00 | 26,161 | 17.65 | 06-30-2024 |
