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 |
|---|---|---|---|---|---|---|---|---|---|
| WEC ENERGY GROUP INC | COM | 601 | $266,999 | 3,403 | 0.00 | 0.00 | 144 | 4.42 | 06-30-2024 |
| AIR PRODS & CHEMS INC | COM | 602 | $266,566 | 1,033 | 0.00 | 0.00 | -544 | -34.50 | 06-30-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 603 | $265,286 | 1,521 | 0.00 | 1,521 | +Inf | 06-30-2024 | |
| PROSHARES TR | S&P 500 DV ARIST | 604 | $261,037 | 2,700 | 0.00 | 0.00 | -1,348 | -33.30 | 06-30-2024 |
