Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IEQ CAPITAL LLC | 02-07-2024 | 12-31-2023 | 1168 | 6,011,423,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 101 | $9,146,962 | 58,021 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 102 | $9,131,488 | 208,244 | 0.00 | 0.00 | 33,679 | 19.29 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 103 | $9,110,683 | 43,444 | 0.00 | 0.00 | 3,667 | 9.22 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 104 | $9,076,741 | 81,311 | 0.00 | 0.00 | -36 | -0.04 | 12-31-2023 |
