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 | ISHARES BIOTECH | 551 | $312,632 | 2,278 | 0.00 | 0.00 | 620 | 37.39 | 06-30-2024 |
| BLOCK H & R INC | COM | 552 | $310,196 | 5,686 | 0.00 | 5,686 | +Inf | 06-30-2024 | |
| KINDER MORGAN INC DEL | COM | 553 | $310,192 | 15,611 | 0.00 | 0.00 | 274 | 1.79 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 554 | $309,202 | 6,435 | 0.00 | 0.00 | 387 | 6.40 | 06-30-2024 |
