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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 501 | $371,117 | 10,880 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 502 | $370,403 | 7,495 | 0.00 | 0.00 | 235 | 3.24 | 06-30-2024 |
| DIAGEO PLC | SPON ADR NEW | 503 | $368,305 | 2,921 | 0.00 | 0.00 | -1,314 | -31.03 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 504 | $368,240 | 3,855 | 0.00 | 0.00 | -24 | -0.62 | 06-30-2024 |
