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 |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 651 | $237,614 | 225 | 0.00 | 0.00 | 40 | 21.62 | 06-30-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 652 | $236,492 | 4,872 | 0.00 | 0.00 | -12,592 | -72.10 | 06-30-2024 |
| ISHARES TR | IBOXX HI YD ETF | 653 | $234,506 | 3,040 | 0.00 | 3,040 | +Inf | 06-30-2024 | |
| GENERAL DYNAMICS CORP | COM | 654 | $234,433 | 808 | 0.00 | 0.00 | -794 | -49.56 | 06-30-2024 |
