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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT | COM NEW | 701 | $210,802 | 3,836 | 0.00 | 0.00 | 278 | 7.81 | 06-30-2024 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 702 | $210,679 | 4,016 | 0.00 | 4,016 | +Inf | 06-30-2024 | |
| ISHARES TR | S&P SML 600 GWT | 703 | $210,625 | 1,640 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ESSEX PPTY TR INC | COM | 704 | $209,833 | 764 | 0.00 | 764 | +Inf | 06-30-2024 |
